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  1. Connective Wiki
  2. Mercury Nexus
  3. CRM

CRM

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CRM App

  • About the CRM Dashboard
  • About the Mercury Nexus Sales Funnel
  • Quick-view slider for opportunities
  • How to use the grid and column view options in the CRM
  • How to send Docusign request in Nexus
  • About CRM
  • How to use the CRM Dashboard
  • About the Financials Section
  • What is an Opportunity record
  • How to create a new Opportunity record
  • About the Opportunity Kanban
  • How to create a new Person record
  • How to create a Company or Trust contact
  • Mercury Nexus Inbox
  • How to add identification to a Person record
  • My Marketing - Adding People to a My Marketing Category
  • How to attach an existing Person to an Opportunity
  • Deleting Duplicate People in your CRM
  • How to add Employment to a People or Opportunitunity
  • Setting up Relationships in a People record
  • CRM Reporting
  • How to send an email from CRM
  • Using an Email Template from the CRM app
  • How to Clone an Opportunity Record
  • How to generate and email a Questionnaire
  • How to create a Funding Position Calculation
  • How to create a Borrowing Capacity Calculation
  • Assessment Rates in the Mercury Nexus Borrowing Capacity Calculation
  • How to create a Product Comparison
  • How to create a Product Split or Package in a Product Comparison
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