Wallet

This section lets you view and manage your client’s CRM wallet balances across multiple currencies.

1. What You'll See

The "Wallet" tab displays the current status of your client's CRM wallet. You’ll see the following details for each supported currency:

• Total Balance

• Pending Withdrawal

2. Change Wallet Balance

You can deposit or withdraw funds from the client’s CRM wallet by following these steps:

1. Click "Modify Balance".

   
2. Fill in the relevant fields:

   • Select "Deposit" or "Withdraw".

   • Choose the Currency

   • Enter the Amount

   • (Optional) Add a Comment

   • Tick if you want the client to be notified via email or pop-up notification

3. Click "Confirm".

4. The wallet balance will be updated immediately.