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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Paypal Account Registration
Obtaining Client ID & Secret Key

17. Settings

Client Portal - PSP Settings

PayPal Settings

PayPal Account

PreviousMarketplace Installation & Permission Settings NextCreating PayPal Settings

Last updated 1 year ago

Paypal Account Registration

To register a PayPal account, visit https://www.paypal.com/bizsignup/. You can follow the guide here to complete your PayPal account regsitration.

Obtaining Client ID & Secret Key

To integrate your PayPal account with the CRM, you will need to obtain the Client ID and Secret Key. You can do so by following these steps:

Log into Dashboard via https://developer.paypal.com/home/
Click “My Apps & Credentials”
Fill in your App Name and Select “Create App”.
Upon creation of your App, you will be able to see your Client ID and Secret.