Step 1: Automatically create an opportunity
Go to Profile Settings>Integrations>Connective Mercury within BrokerEngine
Check the relevant checkbox
Step 2: Create a new deal in BrokerEngine.
Step 3: Click on Connective Mercury Icon found at the right top of the deal.
A new window will pop up and will display information about the opportunity.
Click on Events and it will note that an opportunity was successfully created with the corresponding Mercury ID.
WHEN AUTOMATICALLY CREATE AN OPPORTUNITY CHECKBOX IS NOT CHECKED
Step 1: Create a deal in BrokerEngine.
Step 2: Click on Connective-Mercury Icon within the deal in BrokerEngine.
Step 3: Click on Create New Opportunity.
Lookup for an existing contact in Mercury. Click here to learn how to look up existing contact.
Click on Create button.
A new event will be noted indicating that an opportunity was successfully created.
