Creating New Clients
Last updated
Last updated
Brokers can create accounts for traders and IBs.
Click "Create Client".
Navigate to "New Trader".
Fill in the respective fields:
ID - This refers to the CRM account ID of the client. If left blank, the CRM ID will be automatically generated by the CRM.
Referrer Code - This refers to the Referrer Code for this client. If left blank, the Referral Code will be automatically generated by the CRM.
Name - This refers to the name of the client and is a required field.
Nationality - This refers to the nationality of the client and is an optional field.
Code - This refers to the country code of the client's phone number. This is a required field.
Phone Number - This refers to the phone number of the client. This is a required field and cannot be duplicated with existing clients.
Email Address - This refers to the email address of the client. This is a required field and cannot be duplicated with existing clients.
Password - This refers to the password of the CRM account created for this new client. This is a required field.
Owner - This refers to the client's main point of contact (e.g. sales person in charge) and is an optional field.
Participants - This refers to other personnel that may be in charge of following up with the client (e.g. account managers or other relevant staff). This is an optional field.
Referrer - This refers to the referrer code of the referrer of this client. Filling in the referrer code will automatically create this account as a downline of the referrer. This is an optional field.
Force User to Update Password - Selecting this option will force clients to change their password upon the first login to the CRM Client Portal.
Send Notification Email to the Client - Selecting this option will automatically send an email to the client with the respective credentials.
Click "Create User".
In the event of an existing user with the same email address or phone number, a prompt will appear to notify the broker.
In the case of an error, the broker should follow up with the client to inform them that an account already exists with the same email address or phone number. Brokers can also direct them to log in to their existing account to avoid creating duplicates.
Click "Create Client".
Navigate to "New IB".
Fill in the respective fields (similar to that of Trader Registration):
ID - This refers to the CRM account ID of the client. If left blank, the CRM ID will be automatically generated by the CRM.
Referrer Code - This refers to the Referrer Code for this client. If left blank, the Referral Code will be automatically generated by the CRM.
Name - This refers to the name of the client and is a required field.
Nationality - This refers to the nationality of the client and is an optional field.
Code - This refers to the country code of the client's phone number. This is a required field.
Phone Number - This refers to the phone number of the client. This is a required field and cannot be duplicated with existing clients.
Email Address - This refers to the email address of the client. This is a required field and cannot be duplicated with existing clients.
Password - This refers to the password of the CRM account created for this new client. This is a required field.
Owner - This refers to the client's main point of contact (e.g. sales person in charge) and is an optional field.
Participants - This refers to other personnel that may be in charge of following up with the client (e.g. account managers or other relevant staff). This is an optional field.
Referrer - This refers to the referrer code of the referrer of this client. Filling in the referrer code will automatically create this account as a downline of the referrer. This is an optional field.
Force User to Update Password - Selecting this option will force clients to change their password upon the first login to the CRM Client Portal.
Send Notification Email to the Client - Selecting this option will automatically send an email to the client with the respective credentials.
For IBs, brokers may also fill in the IB registration fields that can be customized (please refer to this section for more details: Registration Form):
Company Name - This refers to the company name of the IB.
Total Number of Current Customers - This refers to the number of clients that the IB has.
Number of New Customers Opened Per Month - This refers to the number of clients that the IB can refer each month.
Current Total Funds - This refers to the amount of deposits the IB has.
Year of Employment - This refers to the number of years the IB has in the industry.
Click "Create User".
In the event of an existing user with the same email address or phone number, a prompt will appear to notify the broker.
In the case of an error, the broker should follow up with the client to inform them that an account already exists with the same email address or phone number. Brokers can also direct them to log in to their existing account to avoid creating duplicates.
