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

CRM Back Office User Guide (Full)

CRM Back Office User Guide (Full)CRM Back Office User Guide (Full)

CRM Back Office User Guide (Full)

CRM Back Office User Guide (Full)CRM Back Office User Guide (Full)

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 - User Settings

Team Settings

Creating Teams

PreviousTeam Settings NextEditing Teams

Last updated 1 year ago

To create a new team, follow these steps:

Click on "Create Team" in the Team Settings.
Fill in the desired team name.
Provide a description for the team, outlining its purpose or objectives.
Select the members who will be part of the team.
Assign a team manager who will oversee the team's activities.
Click on "Create Team" to finalize the creation of the new team.