CRM Back Office User Guide (Abridged)

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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
9. Approval
10. Reports
11. Notify
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

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17. Settings
Back Office Portal - Twilio

Setting Up Twilio Account

You will need to register your Twilio account via their official website.

PreviousMarketplace Installation & Permissions NextSetting Up Twilio on CRM

Last updated 1 year ago