A comprehensive overview of the entire Mercury platform including: Admin-customising Mercury, managing users, creating an email signature and updating your company logo. Designing your workflow, creating email and task templates and applying auto-actions. CRM Functions-Creating a person and opportunity, lodging a loan including all calculations. Covering all compliance in Mercury for Credit Representatives. Reporting, commissions and accreditations. Please bring your laptops on the day. There will be a 15 min break.