We’ve got great news - you can now bulk assign in Mercury Nexus. More importantly we’ve expanded the functionality previously available in Mercury 5, to help save you time, so you can focus on growing your business.

Previously you could bulk assign:

People 

• Relationship Manager
• Categories
• Contact
• Digital Marketing Hub

Opportunities

• Tasks

As well as the above, we’ve now added the ability to bulk assign Opportunity Statuses, meaning you can update multiple opportunities in the one go.

Remember, you can only use Mercury 5 until 31 January 2022. After this, it will no longer be available. If you need help moving over to Mercury Nexus, reach out to your Broker Support Manager.