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
    • Creating New Leads
    • Editing Leads
    • Deleting Leads
    • Bulk Operations
    • Leads Reports
  • 5. Clients
    • Creating New Clients
    • Editing Clients
      • Admin Activities
      • Client Activities
      • Custom Tags
      • System Tags
      • Document Verification & Authentication
    • Deleting & Suspending Clients
    • Bulk Operations
    • Client Report
  • 6. Trading Accounts
    • Creating New Trading Accounts
    • Editing Trading Accounts
    • Bulk Operations
    • Trading Account Report
  • 7. Wallet
    • Viewing Wallet Details
    • Editing Wallet Details
    • Wallet Report
  • 8. Tasks
    • Tasks Actions
    • Tasks Report
  • 9. Approval
    • Requests Management
    • Multi-Level Approval
    • SumSub Verification
    • Approval Report
  • 10. Reports
  • 11. Notify
    • Email Notifications
      • Send Email Notifications
    • Pop-Up Notifications
      • Send Pop-Up Notifications
      • Revoking Pop-Up Notifications
  • 12. Bonus
    • Marketplace Installation
    • Types of Bonus Campaigns
    • Editing & Deleting Bonus Campaigns
    • Deposit Campaign Reports
  • 13. Prop Trading
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • View Prop Challenges
    • Setting Up Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Trading Competition
    • Marketplace Installation & Permission Settings
    • Trading Competition Menus
    • Creating Trading Competitions
    • Competition Statistics
    • Trading Competition Reports
  • 15. Tier Upgrade
    • Marketplace Installation
    • Tier Upgrade Settings
    • Tier Upgrade Reports
  • 16. Tickets
    • Marketplace Installation
    • Ticket Management
      • Ticket Categories
      • View Tickets
      • Ticket Actions
    • Ticket Report
  • 17. Settings
    • Client Portal - Brand Settings
      • Navigation Settings
    • Client Portal - Security Settings
    • Client Portal - Transaction Settings
      • Deposit Settings
      • Payment Method Settings
      • Payment Gateway Icon
      • Withdrawal Settings
      • Withdrawal Method Settings
      • Match2Pay Withdrawal
      • Transfer Settings
      • External Exchange Rates
    • Client Portal - PSP Settings
    • Client Portal - Referral Program Settings
    • Client Portal - Open Account Settings
    • Client Portal - KYC Settings
      • KYC Configuration
      • KYC Dynamic Form
      • SumSub Settings
        • Marketplace Installation & Permission Settings
        • SumSub Settings
    • Client Portal - Client Group Settings
    • Client Portal - Login / Registration Settings
      • Registration Form
      • Notifications
      • Login Methods
      • Registration Process Settings
    • Client Portal - Risk Agreement
    • Client Portal - Live Chat Settings
    • Client Portal - Blacklist Settings
    • Back Office Portal - Brand Settings
    • Back Office Portal - Security Settings
    • Back Office Portal - Trading Platform Settings
    • Back Office Portal - Demo Account Settings
    • Back Office Portal - User Settings
      • User Management
      • Role Management
      • Team Settings
    • Back Office Portal - Commission Settings
      • Ranks
      • Symbol Groups
      • Rule Settings
        • Enabling Commission Rebates
        • Calculation Settings
        • Rebate Method Settings
        • Fixed Commission Scheme
        • Flexible Commission Scheme
    • Back Office Portal - Email Settings
    • Back Office Portal - Approval Settings
      • Types of Approval Methods
      • Approval Method Settings
      • Multi-Level Approval
        • Marketplace Installation
        • Process Settings
    • Back Office Portal - System Logs
    • Back Office Portal - Promotional Link Settings
    • Back Office Portal - Coupons & Promo Codes
    • Back Office Portal - Notification Settings
    • Back Office Portal - Dev Space
    • Back Office Portal - Twilio
      • Marketplace Installation & Permissions
      • Setting Up Twilio Account
      • Setting Up Twilio on CRM
    • Back Office Portal - Call Settings
      • Marketplace Installation & Permission Settings
      • AirCall Settings
  • 18. Other Functionalities
    • CRM Release Notes
    • CRM Marketplace
    • Notification Module
    • Change Password
    • Enable 2FA
    • Light and Dark Mode
    • Download Center
    • Promotion Links
    • Batch Operation
    • CRM Language
    • Log Out
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  1. 18. Other Functionalities

CRM Language

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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 have the flexibility to switch between different languages in the CRM based on your preference. This allows you to use the CRM interface and access its features in a language that you are most comfortable with.