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

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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Email Notifications

Previous11. Notify NextSend Email Notifications

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.

Brokers will have access to a comprehensive view of all email notification records sent to clients.

Brokers can perform the following functions:

User Roles and Permission Dropdown List
Status Filter
Search Bar
Refresh
Batch Delete Email
Preview Email
Edit Email
Duplicate Email