We are excited to announce a significant enhancement to the Mercury Nexus CRM - the new Bulk Assignment to new Admin/Owner or Broker is designed to streamline the way you assign opportunities, making your workflow faster and more efficient.

How to Use the New Bulk Assignment Feature:

1. Access the Opportunities Table/Grid: Navigate to the Mercury Nexus opportunities table/grid to view your list of opportunities.

2. Select Opportunities: You can select multiple opportunities for assignment in one of the following ways:

   • Hold down the Ctrl key and click to select individual opportunities. Or,
   • Use the Shift key to select a range of opportunities.
   • Click the “Bulk Assign” button at the top of the page to engage the bulk assignment tool.

3. Choose your assignment type: You will see two new options on the dialog box:

   • Admin/Owner
   • Broker

4. Assign a New Admin or Broker: Choose whether you want to add a new Admin or Broker. Then, decide whether to:

   • Assign the new Admin/Broker to all opportunities by selecting “Assign to All.”
   • Assign to only the selected opportunities by choosing “Assign to Selected.”
5. Finalize the Assignment: Click “Next” to choose the specific admin or broker to whom the opportunities will be assigned. Confirm your selection, and Nexus will begin the allocation process to the chosen individual.

We believe this new feature will significantly enhance your ability to manage opportunities efficiently and with greater flexibility. Please try out the new bulk assignment feature and see how it can improve your daily operations. As always, we appreciate your feedback and are here to support you in making the most of your Mercury Nexus experience.