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.
Need help?
If you need help managing Client Portal requests in Mercury Nexus, contact your Partnership Manager or email [email protected]