Tasks help you manage the key steps in your loan process and keep track of follow-ups, conditions and client communication.
You can create a Task against:
An Opportunity
A People record
A Company record
Tasks can be assigned to any Mercury user within your partner group.
Viewing tasks
To view and manage tasks:
Open the CRM app.
Select Tasks from the left-hand menu.
In the Search Settings section, you can:
Select a name from the Delegate drop-down to view your own tasks or another user’s tasks.
Select Completed to view finished tasks.
Select Outstanding to view open tasks.
Overdue tasks are highlighted in red.
To edit a task:
Double-click the task.
It will open in a new tab.
Update details or add attachments via the Attachments tab.
Creating a task
To create a new task:
Open the CRM app.
Open the relevant Opportunity, People, or Company record.
Select Tasks from the sub-menu.
Click + Add.
Complete the task details:
Subject
Task Type (select from drop-down)
Owner
Delegate (the user responsible for completing the task)
Due Date
Priority (if required)
Details
Attachments (if required)
Once saved, the task will appear in the Tasks section of the relevant record.
The delegated task will:
Appear in the delegate’s CRM Tasks view.
Appear on the delegate’s dashboard on the due date.
Important notes
Note
Overdue tasks will remain visible in My Workspace for two weeks from the current date.
Important
Allocating and managing tasks for other Delegates within your partner group requires Admin user privileges.
Best practice tips
Assign clear and descriptive task subjects.
Set realistic due dates.
Use priorities to highlight urgent actions.
Attach relevant documents to reduce follow-up queries.
Review outstanding tasks daily to stay on track.
Need help?
If you need help creating or managing Tasks in Mercury Nexus, contact your Partnership Manager or email [email protected].