Closing a deal requires a lot of effort. Endless meetings, phone calls and emails required to fully understand your client’s needs. These become even more daunting when the number of leads in your pipeline grows.
Mercury Nexus streamlines your sales process by automating repetitive administration tasks.
What are auto actions?
Auto-Actions can be assigned to Opportunity statuses. These will complete a desired action every time your Opportunity progresses. Actions include:
Note: You can have separate Auto-Action workflows on each of your Opportunity Types.