Connective

About Mercury Nexus

Mercury Launcher

Navigating the Mercury Nexus platform

Switching Between Virtual Branches

Get to know the CRM

Use the CRM dashboard to manage tasks, track opportunities, view reports, and launch quick actions from one place.

Use the CRM dashboard in Mercury Nexus

My Workspace

Manage your pipeline using the CRM Kanban board

Comprehensive Guide to Using the Kanban Board for Brokers

Using the CRM search filters

Personalising columns

Learn how to filter and customise grid columns in Opportunities, People, Company and Tasks to suit your workflow.

Filtering and customising grid columns in Mercury Nexus

Use this guide to find the Admin app and manage your personal, business, CRM, and integration settings in Mercury Nexus.

Access and manage settings in the Admin app (Mercury Nexus)

Learn how Zapier connects Mercury with other apps to automate repetitive tasks and workflows.

Automate Mercury with Zapier

Bulk generation of new Tasks on opportunity records

Learn how to send individual SMS messages from Mercury Nexus and understand character limits and available SMS tags.

Sending single SMS messages from Mercury Nexus

Expand the preview area on notes, tasks and documents

Managing the Mercury inbox

How to update multiple opportunity statuses in bulk

Importing your client data in bulk to the Mercury Nexus CRM

Assigning a Relationship Manager to Multiple People Records

How to move Person or Opportunity records to Virtual Branches

Automations (auto actions) available in Mercury Nexus

Create and manage user accounts in Mercury Nexus

Learn how to create, update, and disable Mercury Nexus user accounts for staff members.

Creating and managing user accounts

Create and manage email templates in Mercury Nexus

Creating and Editing Email Templates

Build reusable SMS templates with merge tags for personalised client messages from anywhere in Mercury Nexus.

Creating and editing SMS templates

Creating task templates

Creating people categories

Managing notifications

Learn how to create and manage lead sources to track where your business is coming from and improve marketing reporting.

Customise lead sources in Mercury Nexus

Stay informed with notifications

Learn how to enable or disable opportunity types so Mercury Nexus reflects your business workflow.

Customising opportunity types

Creating document categories

Learn how to create and customise auto-actions to automate emails, SMS messages and task templates when an Opportunity status changes.

Setting up auto-actions in Mercury Nexus

Inserting text using snippets

Using merge fields or tags in your own merge template documents

Save your favourite views

Customise Lenders in Mercury Nexus

Learn how to customise opportunity statuses and status groups to match your business workflow in Mercury Nexus.

Customising statuses and status groups in Mercury Nexus

Customise and upload document templates (ACL holders)

Customising and uploading document templates (ACL holders)

Managing workflow automations

Learn how to connect Mercury Nexus to your Google account and sync selected CRM contacts to your Gmail contact list.

Sync CRM contacts to your Google (Gmail) account

Connective Wiki

Connective Community

Support for you

This article outlines how Connective's Members can contact the Mercury Helpdesk for support.

Contacting the Mercury Helpdesk

Stay up to date with Nexus News

Providing feedback

Learn how to report potential bugs in Mercury Nexus so our development team can investigate and resolve issues quickly.

Reporting bugs in Mercury Nexus

Mercury Nexus Notes - FAQ's

Navigating the new Nav Bar

Learn how to delete a virtual branch in Mercury Nexus using the Admin App.

Delete a virtual branch in Mercury Nexus

CRM persistent open tabs

Learn how to view and interpret the Change Log on Opportunity and Person records in Mercury Nexus.

Using the Change Log in Mercury Nexus

How to recover Notepad from the Change Log

How to reassign multiple tasks in bulk

How to set your default fonts which are used in all Note fields in Nexus

How to set the default font for the Nexus text editor

Leveraging Connective AI for Complex lending policy questions

Connective AI

How to use OneView in the CRM

How to use Rate Reviews in the CRM

Guide to find spam SMS (e.g., OTPs) and mark them safe on Android, iPhone & Google Messages for access or support-related issues.

How to Locate Spam SMS Messages and Mark Them as Safe (for OTP and Support Queries)

How can I troubleshoot and resolve task visibility issues in Connective CRM?

How to resolve ApplyOnline validation errors caused by employment history gaps?

How can I troubleshoot Mercury login issues?

How can passwords or MFA be reset in Connective, and who is authorized to do so?

The Basics

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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