Introducing OneView - A smarter way to manage your portfolio
We’re excited to launch OneView – a new feature in the Mercury Nexus CRM that gives you a simple way to spot upcoming fixed rate and interest-only expiries in a single view.
Click here to explore the new feature.
With OneView, you can:
- Save time - no more spreadsheets or manual exports
- Re-engage and retain clients at the right moment
- Protect and grow your trail book
Where to find it:
Look for the new OneView tab in the left-hand panel of your CRM.
Important: For best results, make sure the Fixed Rate Expiry and Interest Only Expiry fields are up to date on your Opportunity records.
If there are no fixed rate or interest-only expiries within the next 3 months, the OneView grid will simply appear empty.
Read this Wiki article to learn how to use OneView and make sure your opportunities are set up correctly to get the most out of the tool.
