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
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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Setting Up Navigation Mode
Application

17. Settings

Client Portal - Brand Settings

Login Page Configuration

Navigation Mode

PreviousLogin Background Image & Login Logo NextSystem Language & Default Language

Last updated 1 year ago

Setting Up Navigation Mode

To set up the navigation mode for the CRM Client Portal, please follow these steps:

Click on "Edit" icon.
Choose the preferred navigation mode: Left or Top.
Click on the "Save" button to save the changes.

Please note that the navigation mode for the mobile user interface (UI) will always be set to the left, regardless of the settings chosen.

Application

Navigation Mode: Left

Navigation Mode: Top

Navigation Mode on Mobile: Left