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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2. Dashboard

Static Data Statistics

Previous2. Dashboard NextDynamic Data Statistics

Last updated 1 year ago

This section displays the following information:

Pending Approval

This shows the number of client requests pending broker approval. Clicking on the respective request redirects the user to the approval requests page.

Total Clients

This shows the total number of clients and their respective statuses. Data is updated daily, including:

Opened Account Clients: clients who opened a trading account.
CRM Deposited Clients: clients who deposited funds into their account.
Traded Clients: clients who started trading with the broker.

Client Source

This shows the source of all clients. Client sources are linked to the promotional links they register through. Please refer to this section for more details on promotional links: Promotion Links
Clicking on a specific source removes it from the pie chart, and hovering the cursor over a source shows more details.

Trading Accounts

This shows the total number of trading accounts opened in the respective trading servers.

Open Position Volume

This shows the total number of open positions in the respective trading servers. The number on the left represents the total number of lots opened, and the number in the bracket represents the total number of accounts with open positions.

Rank Statistics

This shows clients’ rank statistics. Ranks can be configured in the CRM Back Office Portal (Please refer to here for more details: Ranks).
Clicking on a specific rank in the legend removes it from the pie chart, and hovering over a rank or tier shows more details.

Client Distribution

This shows the client distribution across the globe. Hovering over a country shows more details.