Leads Conversion

You can convert a lead into a client by choosing one of the following actions:

• Send Registration Email

• Create a Client Portal Account

• Bind to Existing Client

You will also see the client portal user status, indicating whether they are "Unregistered" or "Registered".

Once a lead has registered an account with you, the quick actions in this tab will no longer be available.

1. Send Registration Email

You can send an account registration email to the lead using this shortcut. Follow these steps:

1

Send Registration Email

1. Click "Send Registration Email".

2. This will trigger an account registration email to the lead, prompting them to register a CRM account with you.

   

2

Select Client Type

1. Choose the client type from the dropdown menu: Trader or IB.

2. Click "Confirm".

3. The appropriate registration email will be sent to the lead.

3

Lead Registration

1. The lead will receive the email and be redirected to the registration page when they click the link.

   
2. Once the lead successfully registers and creates a CRM account, their status will automatically update from "Unregistered" to "Registered".

   

3. Once the lead has registered, the other quick actions in the Leads Conversion tab will no longer be available for that lead.

4. The time the email was sent will be recorded under “Last Email Sent” allowing you to track the last communication and plan your next follow-up or resend accordingly.

   

2. Create a Client Portal Account

If you prefer to create a client portal account for the lead directly, follow these steps:

1

Create a Client Portal Account

1. Click "Create a Client Portal Account".

   
2. The account creation form will appear.

2

Fill in Account Creation Form

1. Select whether you want to create a "Trader" or "IB" account.

2. Fill in the required details. For more information, please refer to: Creating New Clients

3. Lead details will be automatically populated in the form.

3

Account Creation

1. Once the account is successfully created, the lead’s status will change from "Unregistered" to "Registered".

2. The Leads Conversion quick actions will no longer be available.

   

3. Bind to Existing Client

If the lead already has a registered client account, you can bind the lead to that client. Follow these steps:

1

Bind to Existing Client

1. Click "Bind to Existing Client".

2. This will allow you to link the lead to an existing client in your system.

   

2

Fill in Existing Client Details

1. Enter the existing client’s "Client ID" or "Email Address".

2. Click "Confirm".

3

Lead Bound to Existing Client

1. Once the lead is successfully bound, the status will change from Unregistered to Registered.

2. The quick actions in this tab will no longer be available.