What
Info Records in Mercury are otherwise known as Leads. They can be created for capturing any potential Vacancies by storing data for any Vacancies that could potentially be coming to you. You can create an Info record with some general details about the Vacancy and then convert that record into a Vacancy if the Lead does indeed become reality.
Where
Home > Info > +New
How
1. To create a new Info record, either go from the Info > +New, or from the quick create menu by clicking + > Info
2. Complete the mandatory fields marked by a red asterisk ( * ) required by your organisation and click Save or Save & Close.
NOTE: You can add activities and notes to the Timeline. If you know there is a good time to make contact about the Info, create a Task. It will put the Info as the Regarding field and not only go into your list of Activities, but also into your Outlook!
Converting an Info
1. If you are successful at winning the business and have a confirmed Vacancy to work on, click the Convert button in the top ribbon menu:
2. Your Info record will convert into a Vacancy record which will be listed in General tab in the Vacancies section:
3. On the Vacancy record, in the Basic Info tab it will show that the Vacancy has been converted from an Info in the Owner Information section. Click the value in the 'Converted From' field to go back to the Info record.
NOTE: When an Info record is converted, it automatically deactivates with a status of 'Converted'.
Deactivating an Info Record
If there is no requirement or a long time has passed, use the Deactivate button on the top ribbon menu to close down the Info record.
Select a reason why the lead conversion was not successful; this can be used for reporting.