CRM Back Office User Guide (Full)

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 Prop Trading Version Release Notes

CRM Client Portal User Guide

Introduction
Back Office (Back-End)
1. Back Office Portal Login
- Reset Password
2. Dashboard
- Static Data Statistics
- Dynamic Data Statistics
3. Risk Management Dashboard
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
9. Approval
10. Reports
- CRM Reports
  Transactions Report
  Fixed Commission Report
  Flexible Commission Report
- Trading Platform Reports
  Trade History Report
  Open Positions Report
  Pending Orders Report
  Account Capital Report
  Comprehensive Account Report
  MT4 Comprehensive Account Report Extension
11. Notify
- Email Notifications
  Send Email Notifications
  Simple Method - Manual Entry
  Simple Method - HTML Code
  Simple Method - Email Design Templates
  Advanced Method - AI Editor
  Historical Data
- Pop-Up Notifications
  Send Pop-Up Notifications
  Simple Method - Manual Entry
  Simple Method - HTML Code
  Advanced Method - AI Editor
  Historical Data
  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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Marketplace Installation & Permission Settings

Previous16. Tickets NextTicket Management

Last updated 1 year ago

To get started with the Tickets module, you will need to install it from the CRM Marketplace. This module is free of charge.

Navigate to CRM Marketplace.
Search for "Ticket System" and click "Obtain".

You will be redirected to the Ticket System details page. Click "Obtain" to proceed with installation.

Upon installation, you will be able to view the Tickets module on the top menu of the CRM.

Upon installation, you will need to grant the respective permissions for your backoffice users.
- Read Tickets: This permission allows you to exclusively view tickets submitted by clients.
- Deal Tickets: With this permission, you can actively engage with tickets by replying, changing their status, and assigning them as necessary.