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 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

Introduction
Back Office (Back-End)
1. Back Office Portal Login
- Reset Password
2. Dashboard
- Static Data Statistics
- Dynamic Data Statistics
3. Risk Management Dashboard
- Risk Management
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
9. Approval
10. Reports
- CRM Reports
- Trading Platform Reports
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
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

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17. Settings

Back Office Portal - Coupons and Promo Codes

Marketplace Installation & Permission Settings

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Last updated 6 days ago

To start using the Coupons and Promo Codes function, you will need to install it via the CRM Marketplace. Follow these steps:

1

CRM Marketplace

Navigate to the CRM Marketplace.
Locate "Coupons and Promo Codes" and click onto it.
You will be redirected to the details page.

2

Contact Us For Installation

Click "Contact us for installation".
Fill in your details and click "Submit".
Upon receiving the request, your dedicated account manager will install the module for you.

3

Permission Settings

After the Promo Code function is installed, ensure the following permissions are enabled:
- Read Coupons and Promo Codes – Grants users the ability to view coupon and promo code settings.
- Update Coupons and Promo Codes – Grants users the ability to create and configure coupons and promo codes.
Once the necessary permissions are granted, you will be able to access the "Coupons and Promo Codes" tab.