Mercury Nexus eliminates time-consuming administration tasks. The built-in email functionality saves you the hassle of changing platforms and creates a single repository for all your client communications.
The Mercury Nexus inbox can be used in two ways:
You can send an email to your unique Mercury Nexus email address and then allocate to an opportunity or person.
When allocating the email to a record you can choose whether any attachments are sent to Attachments or stay linked to the email note itself.
Where do I find my Mercury Nexus email address?
To access the Mercury Nexus inbox:
Open the CRM app and select Inbox from the main left-hand menu.
Navigate to the @Company Inbox Addresses button in the top right-hand corner. You will find a complete list of email addresses relevant to your business.
Click the Copy to Clipboard icon to copy your address.
Finding the email address specific to an opportunity or person
Open the Opportunity, Person
Click on View Opportunity (or Person) Email Address.
Copy the email address to your contacts.
Send the email to this record email address. The email content will appear as a Note whilst any attachments will be stored automatically in the Attachments section of the opportunity or person record.