You’ve spent countless hours refining your sales process and you know what works. So the last thing you want is a member of your team dropping the ball. Tasks are a useful way to manage the various steps in the loan process. A Task can be created against an Opportunity or People record in your CRM, and assigned to any Mercury Nexus user.
How do I create a task?
In the CRM app, open either an Opportunity or People record.
Navigate to Tasks in the sub left-hand menu.
Click the +Add button.
Fill in the task details:
Subject.
Choose the appropriate option from the Task Type drop-down menu.
Delegate - the delegate will have this task appear in their own CRM, in the Tasks section. The task will also appear on the delegate's dashboard on the due date.
Owner.
Due date.
Add attachments if required.
Task notes and details.
The task will now appear in the Task section of both the Person and Opportunity record.
How do I view tasks?
In the CRM, select Tasks in the left-hand menu.
Search for tasks using the following criteria:
Use the Delegate drop-down menu to view your tasks, or another user's tasks.
Select Completed to view completed tasks.
Select Outstanding to view outstanding tasks.
Double-click to edit a task and it will open in a new tab. All task details can be edited from here. Attachments can be added from the attachment tab.
Note: Overdue tasks are highlighted in red and will only be visible on the Dashboard two weeks from the current date. Overdue tasks older than three years will be automatically archived and will not display in Mercury Nexus.
Note: Information on how to create Task Templates for Automations can be found here.