System Tags
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.
The CRM automatically generates system tags and assigns them to clients.
There are 3 system tags available:
Deposited - This tag will show as long as your client has a deposit record to their trading account or CRM wallet.
Account Opened - This tag will show as long as your client has a trading account bound to their CRM account.
Traded - This tag will show as long as your client has trading records or any open positions.
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