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Mercurial Desk

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Call Details

Create New Quote

This quote will be created with a status of Sent. Follow-up reminders will begin two days from now.

Edit Account

Change the account's business name, email, or phone number. These fields are locked for regular users.

Changing the email will migrate all account data to the new email.

Account Status

Disabled accounts cannot log in.

API Keys

CRM API KeyNot set

Twilio & Retell keys are global — set once in .env. Each client only has their own CRM key here, plus their Retell agent ID + phone numbers above.

Internal Notes (private to you)

Usage (billing)

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Add Account

Create a new client account. They can log in immediately with the password you set.

Change Password

Set a new password for .