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The Basics
Updated over a year ago

Navigating Mercury Nexus

Explore all the features our industry-leading platform has to offer.

Basic settings to get you started

Learn the key settings you need to start using Mercury Nexus.

Next article

Continue learning with the next module - The CRM - which explores:

  • Introducing the CRM

  • Adding an opportunity

  • Adding tasks

  • Adding attachments

  • Doc centre

  • Questionnaires

  • The Client Centre

  • The Compliance Centre

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