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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Other Account Type Settings
Application

Other Account Type Settings

PreviousCreating New Account Type NextEditing Account Types

Last updated 1 year ago

Other Account Type Settings

You can also configure the following settings for your account types:

Submit KYC while opening an account: Enabling this option allows clients to submit their KYC information while opening a trading account. This streamlines the account opening process for clients by combining the submission of KYC details into a single step.
Account Type is visible: By selecting this option, the available account types will be visible to clients. This allows them to see and select the account type that best suits their needs from the provided options.
Leverage is visible: Enabling this option allows clients to view and select from the available leverage options that have been set. They can choose the leverage that aligns with their trading preferences and risk appetite.

To set the above settings, simply click onto the respective checkboxes:

Application

Submit KYC while opening an account
- This function is applicable to clients who have not completed KYC yet.
- If a client has not completed their KYC and they are submitting a new trading account request, a popup will appear prompting them to complete their KYC details first. They will need to fulfill the KYC requirements before they can proceed with submitting an open trading account request. This ensures that clients go through the necessary verification process before accessing trading services.
Account Type is visible
- When the option "Account type is visible" is selected, clients will have the ability to view and select from the list of account types that have been created.
Leverage is visible

They will be able to see the names of the different account types and read the descriptions associated with each one.

When the option "Leverage is visible" is selected, clients will have the ability to see the list of leverage options that are available for the selected account type. This transparency allows clients to have control over their leverage selection and make decisions based on their risk tolerance and trading strategies.

On the other hand, if the option is not selected and leverage visibility is disabled, clients will not have the ability to choose the leverage ratio themselves. In such cases, the determination of the leverage offered to the client will be based on the risk management policies set by the broker.