Mercury Nexus allows you to perform calculations independently while keeping your data linked to the correct Opportunity record.
You can attach a Funding Position calculation directly to an Opportunity to ensure accurate record keeping and reporting.
Attach a funding position to an Opportunity
To attach a Funding Position:
Open the CRM app.
Select Opportunities from the left-hand menu.
Open the relevant Opportunity record.
Select Calculations from the sub-menu.
Click the + Attach drop-down.
Select Funding Position.
Highlight the calculation you want to attach.
Click Choose.
The selected Funding Position will now be linked to the Opportunity.
Important behaviour to note
Note
If you attach a Funding Position that is already linked to another Opportunity, it will be moved from the original Opportunity to the new one.
Delete a Funding Position
If a Funding Position is no longer required:
Select the Funding Position under the Calculations tab.
Click Delete.
Important
Deleting a Funding Position is permanent and cannot be undone. If deleted in error, the calculation must be recreated manually.
Best practice tips
Confirm you are attaching the correct version before moving a Funding Position.
Avoid deleting calculations unless absolutely necessary.
Use clear naming conventions when creating Funding Positions to reduce confusion.
Need help?
If you need help managing Funding Position calculations in Mercury Nexus, contact your Partnership Manager or email [email protected].