Mercury Nexus compliments your business processes, meaning you can perform tasks several different ways. However, we make it easy for you to link the data back to the relevant record.
How do I attach a Funding Position to an opportunity?
Open the CRM app and select Opportunities from the main left-hand menu.
Highlight and open the relevant opportunity.
Select Calculations from the sub left-hand menu.
Use the +Attach drop down to select Funding Position.
Select Funding Position and highlight the calculation you want to attach.
Click Choose.
Calculations which are no longer useful can be deleted by selecting the Funding Position and clicking Delete.
Note: By doing this the calculation will be deleted permanently and cannot be recovered. If you delete a calculation in error, you will have to recreate it
