Clients Overview Panel

The Clients Overview Panel is located on the left side of the client details page and provides quick access to essential information and actions.

1. What You’ll See

The panel displays the following key information:

• Client Name – Displayed at the top.

• Client Type – Trader or IB.

• Owner – The salesperson assigned to this client (can be updated).

• Participants – Users involved in managing this client (can be updated).

• Client Group – Group classification of the client (if applicable).

• Leads – If converted from a lead, the original lead name will be displayed. You can click on the name to be redirected to the lead’s profile page.

• System Tags – Default system tags assigned automatically. For more details, refer to: System Tags

• Custom Tags – Tags for categorization or additional context. For more details, refer to:

2. Editing Data

You can update key fields directly from the overview panel:

1. Locate the data you want to edit.

2. Hover your mouse over the data and click the "Edit" icon.

3. Select the appropriate value from the dropdown menu.

   • Owner – You can choose to apply the change to the client only, the client and their direct downlines, or all downlines.

   • Participants – You can select multiple participants as needed.

4. Click "Save" to apply your changes.

3. Shortcuts

The panel includes quick actions for efficient client management:

• Create Note – Add important notes.

• Send Email – Email the client directly.

• Add Task – Assign a follow-up task.

• Initiate Call – Call the client.

For more details, refer to: Admin Activities

4. Actions

From the overview panel, you can:

• Delete Client – Permanently remove the client.

• Suspend Client – Temporarily restrict client access.

To do so:

1. Click "Actions".

2. Select "Delete" or "Suspend".

3. For both actions, you will be required to confirm your action by clicking "Confirm".

4. Upon deletion of a client account, you will no longer see it on the CRM.

5. Upon suspension of a client account, you will see the "Suspended" status.

6. To unsuspend an account, simply follow the same steps.