Back Office Portal - Demo Account Settings

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.

In the Demo Account Settings, you have the ability to configure different account types specifically for demo accounts. This allows clients to choose the demo account type that best suits their preferences and requirements.

When clients are creating demo accounts via the CRM Client portal, they will be presented with the available demo account types and can select their preferred one from the list of options.