CRM Back Office User Guide (Abridged)

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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On this page

1) Setting Up Module Name & Background Image
2) Referral Program Overview & Details

17. Settings

Client Portal - Referral Program Settings

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Last updated 4 months ago