CRM Back Office User Guide (Full)

CRM Client Portal User Guide

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

Client Portal - KYC Settings

SumSub Settings

Obtaining SumSub Token & Secret Key

PreviousConfigure KYC Levels on SumSub NextConnecting SumSub to CRM

Last updated 1 year ago