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 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

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

Powered by GitBook

On this page

18. Other Functionalities

Download Center

PreviousLight and Dark Mode NextPromotion Links

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.

In the Download Center, you can access and manage your exported reports.
The Download Center provides information such as the document name, type (referring to the module the report was extracted from), document status, and export time.