> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-back-office-user-guide-abridged/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-back-office-user-guide-abridged/introduction.md).

# Introduction

{% hint style="info" %}
This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
{% endhint %}

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><picture><source srcset="/files/4Rbb97BMfGkzoKB1YcxA" media="(prefers-color-scheme: dark)"><img src="/files/VnZ3DQ0l4kI5yoyKAq0A" alt="" data-size="line"></picture></td><td><p><a href="/spaces/qTJvzfBkUrBZGLJjkfAN"><strong>Front-End</strong></a></p><p>For client's and Introducing Brokers (IBs) to manage their trading accounts and fund operations. </p></td><td></td></tr><tr><td><picture><source srcset="/files/xsCijcexPqTQjXTIPOw6" media="(prefers-color-scheme: dark)"><img src="/files/dDiy9zSsV3Z7mZHl7CIn" alt="" data-size="line"></picture></td><td><a href="/pages/9PM9tzwuphsWOlyf3tOF"><strong>Back-End</strong></a><br>For brokers to handle client requests, manage approval processes and other business operations.</td><td></td></tr></tbody></table>

### <mark style="color:red;">Latest Updates</mark>&#x20;

{% content-ref url="/spaces/tcPc3eNiDR0XV3sykf6H/pages/3cT51nv8GU0FwjyoRBbA" %}
[V7.30.0 - Empower Your IBs with Prop Trading Insights](https://reference-guide.gitbook.io/crm-version-release-notes/v7.30.0-empower-your-ibs-with-prop-trading-insights)
{% endcontent-ref %}

Weʼre thrilled to introduce a powerful new update that enhances your IBsʼ ability to track their downlines' prop trading performance. With the newly added dashboard, your IBs will now have an integrated view of their downlinesʼ participation status, fees collected, participation fee commission rebates, and profit-sharing amounts. They will also have access to detailed prop trading reports, offering deeper insights into downline performance. These updates are designed to streamline monitoring and empower your IBs with the tools they need to optimize their operations. Dive in to explore the full range of improvements!

To read all our previous patch notes, please click [here](https://reference-guide.gitbook.io/crm-version-release-notes).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://reference-guide.gitbook.io/crm-back-office-user-guide-abridged/introduction.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.