Time Saving Tips
- Managing Tasks
- Creating People Categories
- Creating Email Templates
- Creating task templates
- Managing Workflows
- Customising Lead Sources
- Customising Statuses and Status Groups
- Creating Document Categories
- Customising and Uploading Document Templates (ACL holders)
- Manage which Lenders Appear in Mercury Nexus
- Setting up Auto Actions
- Customising Opportunity Types
- Managing Notifications
- Progress Multiple Opportunities
- Bulk Assign Tasks
- Using Snippets
- Create Saved Views of your Favourite Reports, Kanban and Opportunities
- Expand the preview area on notes, tasks and documents
- Assigning a Relationship Manager to Multiple People Records
- Sending SMS messages from Mercury Nexus
- Using Email Templates
- Using Merge Fields in your Own Documents
- Auto Actions in Mercury Nexus