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

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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Bulk Operations

PreviousDeleting Leads NextLeads Reports

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.

Brokers can perform multiple bulk operations on their leads.

The broker can perform several bulk operations on their leads, including:

Cancel - Cancelling a batch operation
Owner - Changing the lead owner
Lead Status - Updating the lead status
Delete - Deleting leads