With Mercury Nexus, you can quickly duplicate an opportunity to reduce manual data entry and streamline your workflow. This guide explains what information is copied and how to clone an opportunity.
What is cloned when you duplicate an opportunity
When you clone an opportunity, Mercury Nexus copies the following information:
Details fields – Opportunity name, Broker, Admin, Supervisor, Lead Source, Opportunity Type
Linked people records (contacts)
Financials information
Note: Opportunity notes, attachments, questionnaires, tasks, and calculators are not included in the clone.
Clone an existing opportunity
Use these steps to duplicate an opportunity:
Open the CRM app.
Select Opportunities from the left-hand menu.
Open the opportunity you want to clone.
Select Clone from the top menu.
The default name will be CLONE + [original opportunity name], which you can edit if needed.
Click Clone to create the new opportunity.
Can you merge opportunity records?
Mercury Nexus cannot automatically merge opportunity records because the system cannot determine which data to keep or discard.
If you need to consolidate two opportunities:
Choose the opportunity you want to keep.
Manually copy the required information across from the second opportunity.
Delete the duplicate or unwanted opportunity once all information is transferred.
Important: Always confirm you are deleting the correct record. Deleted opportunities cannot be restored.
Need help?
If you need help with cloning or managing opportunities in Mercury Nexus, contact your Partnership Manager or email [email protected].