Use this guide to tailor Opportunity Types in Mercury Nexus so they align with your business model and workflow.
Mercury Nexus is designed to support how you operate. By enabling only the Opportunity Types relevant to your business, you reduce clutter and improve consistency across your team.
Before you begin
Important
You must have Partner level access to change Opportunity Types.
If you do not have this access, contact your business owner or Partner-level user.
Access the CRM settings
Open Mercury Nexus.
Select the Admin app.
From the left-hand menu, select CRM Settings.
Enable or disable opportunity types
Within CRM Settings:
Locate the list of Opportunity Types.
Select the checkbox to enable a type.
Clear the checkbox to disable a type.
The Opportunity Types you select will be available when creating or updating Opportunity records.
Note Disabled Opportunity Types will no longer appear as options for users.
Apply your changes
After updating the checkboxes:
Log out of Mercury Nexus.
Log back in to activate the changes.
If you see an error
If the changes do not appear after logging back in, clear your browser cache and try again.
What this means for your team
Customising Opportunity Types helps you:
Standardise how opportunities are categorised
Improve reporting accuracy
Reduce user error when creating records
Need help?
If you need help customising Opportunity Types in Mercury Nexus, contact your Partnership Manager or email [email protected].