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
    • Creating New Leads
    • Editing Leads
      • Viewing Lead Details
      • Admin Activities
      • Custom Tags
    • Deleting Leads
    • Bulk Operations
    • Leads Reports
  • 5. Clients
    • Creating New Clients
    • Editing Clients
      • Viewing and Editing Client Details
      • Admin Activities
      • Client Activities
      • Custom Tags
      • System Tags
      • Document Verification & Authentication
    • Deleting & Suspending Clients
    • Bulk Operations
    • Client Report
  • 6. Trading Accounts
    • Creating New Trading Accounts
    • Editing Trading Accounts
      • Trading Account Actions
      • Trading Platform Information
      • CRM Information
      • Trading Account Reports
    • Bulk Operations
    • Trading Account Report
  • 7. Wallet
    • Viewing Wallet Details
    • Editing Wallet Details
    • Wallet Report
  • 8. Tasks
    • Task List
    • Creating Tasks
    • Completing Tasks
    • Editing Tasks
    • Deleting Tasks
    • Tasks Report
    • Calendar
  • 9. Approval
    • Creating New Requests
    • Reviewing Requests
    • Multi-Level Approval
    • SumSub Verification
    • Approval Report
  • 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
    • Marketplace Installation & Renewal
    • Bonus Policies
    • Types of Bonus Campaigns
      • Creating Deposit Bonus Campaigns
      • Creating New Referral Bonus Campaigns
    • Editing & Deleting Bonus Campaigns
    • Deposit Campaign Reports
      • Bonus Payout & Report Flow
  • 13. Prop Trading
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • View Prop Challenges
    • Setting Up Prop Challenges
    • Editing Prop Challenge Settings
    • Deleting Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Trading Competition
    • Marketplace Installation & Permission Settings
    • Trading Competition Menus
    • Creating Trading Competitions
    • Trading Competitions Operations
    • Competition Statistics
    • Trading Competitions Approval Settings
    • Trading Competition Reports
  • 15. Tier Upgrade
    • Marketplace Installation & Permission Settings
    • Creating Tier Upgrade Rules
    • Editing & Deleting Tier Upgrade Rules
    • Tier Upgrade Reports
  • 16. Tickets
    • Marketplace Installation & Permission Settings
    • Ticket Management
      • Ticket Categories
      • View Tickets
      • Replying Tickets
      • Assigning Tickets
      • Ticket Status
      • Ticket Logs
    • Ticket Report
  • 17. Settings
    • Client Portal - Brand Settings
      • Domain Settings
        • Create New Domain
        • Delete Domain
        • Why Cloudflare?
      • Brand Settings
        • Website Name & Logo
        • Default Mode
        • Landing Page Style
      • Login Page Configuration
        • Login Background Image & Login Logo
        • Navigation Mode
        • System Language & Default Language
      • Navigation Settings
        • Create New Navigation Tabs
        • Editing Navigation Tabs
        • Disabling Navigation Tabs
        • Sorting Order of Navigation Tabs
        • Deleting Navigation Tabs
    • Client Portal - Security Settings
      • Remote Login Prompts
      • Password Strength Settings
      • Two-Factor Authentication Setting
      • Failed Login Attempt Limit
    • Client Portal - Transaction Settings
      • Deposit Settings
      • Payment Method Settings
        • Create New Payment Methods
        • Editing Payment Methods
        • Enable / Disable Payment Methods
        • Deleting Payment Methods
        • Sorting Payment Methods
        • Exchange Rates
      • Payment Gateway Icon
      • Withdrawal Settings
      • Withdrawal Method Settings
        • Create New Withdrawal Methods
        • Editing Withdrawal Methods
        • Enable / Disable Withdrawal Methods
        • Deleting Withdrawal Methods
        • Sorting Withdrawal Methods
        • Exchange Rates
      • Match2Pay Withdrawal
        • Securing Match2Pay Withdrawal Process
        • Application
      • Transfer Settings
      • External Exchange Rates
    • Client Portal - PSP Settings
      • Create PSP Platform
      • Editing PSP Settings
      • Deleting PSP Settings
      • Sorting PSP Settings
      • PayPal Settings
        • Marketplace Installation & Permission Settings
        • PayPal Account
        • Creating PayPal Settings
        • View PayPal Settings
        • Edit PayPal Settings
        • Delete PayPal Settings
      • ChillPay Settings
        • Marketplace Installation & Permission Settings
        • ChillPay Account
        • Creating ChillPay Settings
        • View ChillPay Settings
        • Edit ChillPay Settings
        • Delete ChillPay Settings
      • Match2Pay Settings
        • Marketplace Installation & Permission Settings
        • Match2Pay Account
        • Creating Match2Pay Settings
        • View Match2Pay Settings
        • Edit Match2Pay Settings
        • Delete Match2Pay Settings
        • Application
      • Stripe Settings
        • Marketplace Installation & Permission Settings
        • Stripe Account
        • Creating Stripe Settings
        • View Stripe Settings
        • Edit Stripe Settings
        • Delete Stripe Settings
        • Application
      • Fireblocks Settings
        • Marketplace Installation & Permission Settings
        • Fireblocks Account
        • Creating Fireblocks Settings
        • Fireblocks Security Measures
        • View Fireblocks Settings
        • Edit Fireblocks Settings
        • Delete Fireblocks Settings
        • Application
    • Client Portal - Referral Program Settings
      • Referral Program Design Settings
      • Referral Program Overview & Details
    • Client Portal - Open Account Settings
      • Creating New Account Type
      • Other Account Type Settings
      • Editing Account Types
      • Hiding Account Types
      • Deleting Account Types
    • Client Portal - KYC Settings
      • KYC Configuration
      • KYC Dynamic Form
        • Creating New KYC Form
        • Form Type Settings
        • Editing KYC Form
        • Disabling KYC Form
        • Deleting KYC Form
        • Sorting KYC Form
        • Field Groups
        • KYC Form Fields
        • Country List Options
      • SumSub Settings
        • Marketplace Installation & Permission Settings
        • Register SumSub Account
        • Configure KYC Levels on SumSub
        • Obtaining SumSub Token & Secret Key
        • Connecting SumSub to CRM
        • Document Verification
        • Authentication
    • Client Portal - Client Group Settings
      • Creating Client Groups
      • Editing Client Group Permissions
      • Deleting Client Groups
      • Sensitive Fields
    • Client Portal - Login / Registration Settings
      • Registration Form
        • Creating New Fields
        • Editing Fields
        • Disabling Fields
        • Deleting Fields
        • Sorting Fields
        • Form Section
        • Country List Options
      • Disable Email OTP Verification
      • Notifications
      • Login Methods
      • Referral Setting
      • Registration Process Settings
    • Client Portal - Risk Agreement
      • Setting Up Risk Agreement
    • Client Portal - Live Chat Settings
    • Client Portal - Blacklist Settings
    • Back Office Portal - Brand Settings
      • Domain Settings
      • Brand Settings
      • Login Page Configuration
    • Back Office Portal - Security Settings
    • Back Office Portal - Trading Platform Settings
      • Editing Trading Platform Settings
      • Synchronizing Groups, Symbols and Server Time Zone
      • Account Number Range Settings
      • Restart Gateway
    • Back Office Portal - Demo Account Settings
    • Back Office Portal - User Settings
      • User Management
        • Creating Users
        • Editing Users
        • Resetting Password for Users
        • Disable Users
        • Deleting Users
      • Role Management
        • Creating Roles
        • Editing Roles and Permission Rights
        • Data Permissions
        • Deleting Roles
        • Sensitive Fields
      • Team Settings
        • Creating Teams
        • Editing Teams
        • Deleting Teams
    • Back Office Portal - Commission Settings
      • Ranks
        • Creating Ranks
        • Editing Ranks
        • Deleting Ranks
        • Sorting Ranks
      • Symbol Groups
        • Creating Symbol Groups
        • Editing Symbol Groups
        • Deleting Symbol Groups
        • Sorting Symbol Groups
      • Rule Settings
        • Enabling Commission Rebates
        • Calculation Settings
        • Rebate Method Settings
        • Zero Commission Record Settings
        • Fixed Commission Scheme
          • A) Creating Fixed Commission Schemes
          • B) Editing Fixed Commission Schemes
          • C) Deleting Fixed Commission Schemes
          • D) Sorting Fixed Commission Schemes
          • E) Application of Fixed Commission Scheme
        • Flexible Commission Scheme
          • A) Creating Flexible Commission Schemes
          • B) Editing Flexible Commission Scheme
          • C) Deleting Flexible Commission Scheme
          • D) Sorting Flexible Commission Scheme
          • E) Pip Settings
          • F) Application of Flexible Commission Scheme
        • Commission Calculations
    • Back Office Portal - Approval Settings
      • Types of Approval Methods
      • Approval Method Settings
      • Multi-Level Approval
        • Marketplace Installation
        • Process Settings
        • Application of Multi-Level Approval
    • Back Office Portal - System Logs
      • System Email Logs
      • Client & Admin Login Log
      • Operation Log
    • Back Office Portal - Promotional Link Settings
      • Creating Promotional Links
      • Sharing Promotional Links
      • Viewing Performance Analytics of Promotional Links
      • Editing Promotional Links
      • Disabling Promotional Links
      • Deleting Promotional Links
      • Application of Promotional Links
    • Back Office Portal - Coupons and Promo Codes
      • Marketplace Installation & Permission Settings
      • Coupons
      • Promo Codes
    • Back Office Portal - Notification Settings
      • Email Provider
      • Notification Templates
        • Notification Template Settings
        • Preview Templates
        • Disabling Templates
        • Editing Templates
    • Back Office Portal - Dev Space
      • Webhooks
      • Open API Keys
      • Security Credentials
    • Back Office Portal - Twilio
      • Marketplace Installation & Permissions
      • Setting Up Twilio Account
      • Setting Up Twilio on Your CRM
      • Application of Twilio
    • Back Office Portal - Call Settings
      • Marketplace Installation & Permission Settings
      • AirCall Account Registration
      • Setting Up AirCall on CRM
      • Application
  • 18. Other Functionalities
    • CRM Release Notes
    • CRM Marketplace
    • Notification Module
    • Change Password
    • Enable 2FA
    • Light and Dark Mode
    • Download Center
    • Promotion Links
    • Batch Operation
    • CRM Language
    • Log Out
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5. Clients

PreviousLeads ReportsNextCreating New Clients

Last updated 1 year ago

The Clients tab provides broker with an overview of all their clients and IBs.