System Tags

1. The CRM automatically generates and assigns system tags to clients based on their activity.

2. These tags provide quick insight into the client’s current status.

3. The CRM automatically generates system tags and assigns them to clients.

4. There are five available system tags:

   1. Deposited - Assigned once the client has made a deposit into their trading account or CRM wallet.

   2. Account Opened - Assigned once the client has a live trading account linked to their CRM profile.

   3. Traded - Assigned once the client has placed any trades or has open positions in a live account.

   4. Trading Competition - Assigned if the client is participating in any trading competitions.

   5. Prop Trading - Assigned if the client is enrolled in prop challenges.

System tags are based solely on live trading accounts. Demo accounts are excluded to provide a more accurate reflection of client engagement. For example, if a client only opens a demo account and places trades, the Account Opened and Traded tags will not appear.

1. System tags are displayed on both the Clients page and the Trading Accounts page for easy visibility.

   
2. However, the Trading Competition tag appears only on the Trading Accounts page.