Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.
Use this guide to create and manage Client Portal requests within an opportunity in Mercury Nexus. This process allows you to securely collect information, share documents and manage digital interactions with your clients.
A single opportunity can contain multiple Client Portal requests, which can run at the same time.
Access the Client Portal section
Open the CRM app.
Select Opportunities from the left-hand menu.
Open the relevant opportunity record.
Select Client Portal from the side navigation.
The Client Portal screen displays all requests linked to that opportunity.
You will see:
Actions menu
Request name
Enabled for (contacts)
Created on
Status
Completion percentage
Create a new Client Portal request
From the Client Portal tab, click + Create Request.
Select Blank Request
A new request will be created in Draft status.
Open the request to configure settings and modules before sending.
You can create multiple requests within the same opportunity. There is no limit, and they can run concurrently.
Open an existing request
Go to the Client Portal tab within the opportunity.
Double-click the request you want to open.
The request will open in a new tab within the CRM.
You can edit the request while it remains in Draft status.
Delete a request
You can delete requests that are no longer required.
Select the Client Portal tab.
Locate the request in the table.
Click the button in the Actions column.
Select Delete.
Confirm deletion in the modal window.
Deleted requests cannot be recovered.
Understand request statuses
Each Client Portal request moves through a defined lifecycle.
Draft
The request has been created but not sent.
You can:
Edit modules
Add or remove contacts
Change settings
Modules cannot be edited once the request leaves Draft status.
Sent (Not Opened)
The request has been sent, but no client has accessed it.
This status updates automatically when you click Send Request.
Client In Progress
A client has opened the request and started completing modules.
Completion percentage reflects overall progress across required modules.
Client Submitted
The client has completed and submitted all required information.
In this status:
The Client Portal becomes read-only for the client.
No further edits can be made by the client.
Closed
The request has been manually closed by the broker or support staff.
Client access is revoked and the request is disabled.
Resend a request
You can resend a request if required.
Resending:
Sends the same portal link
Does not reset completion progress
Does not create a new request
Reminder emails will only send while the request is in Sent or Client In Progress status and before the expiry date.
Understand expiry behaviour
If a request reaches its expiry date:
Client access is disabled
The portal link will no longer work
Important
If a request expires, clients immediately lose access. You must update the expiry date or create a new request for them to continue.
What you cannot change after sending
Once a request moves out of Draft:
Modules cannot be edited
Contacts cannot be removed without closing the request
If changes are required, consider cloning or creating a new request.
Need help?
If you need help managing Client Portal requests in Mercury Nexus, contact your Partnership Manager or email [email protected]
Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.