System Tags
Last updated
Last updated
The CRM automatically generates system tags and assigns them to clients.
There are 3 system tags available:
Deposited - This tag will show as long as your client has a deposit record to their trading account or CRM wallet.
Account Opened - This tag will show as long as your client has a trading account bound to their CRM account.
Traded - This tag will show as long as your client has trading records or any open positions.
System tags will be shown in the front of all custom tags. They cannot be moved, amended or deleted.
