CRM Back Office User Guide (Abridged)

CRM Client Portal User Guide

CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How To Setup Your Prop Broker (Abridged)Prop Trading Version Release Notes

CRM Client Portal User Guide CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How To Setup Your Prop Broker (Abridged)Prop Trading Version Release Notes

Introduction
Back Office (Back-End)
1. Back Office Portal Login
2. Dashboard
3. Risk Management Dashboard
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
- Tasks Actions
- Tasks Report
9. Approval
10. Reports
11. Notify
- Email Notifications
  - Send Email Notifications
- Pop-Up Notifications
  - Send Pop-Up Notifications
  - Revoking Pop-Up Notifications
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

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1. Back Office Portal Login

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Last updated 1 year ago

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.

You can login to the CRM Back Office portal through the Back Office URL.
The CRM Back Office URL is distinct from the CRM Client Portal URL.
If you have forgotten your password, you can reset the password by clicking "Forgot Password?".