CRM Back Office User Guide (Full)

CtrlK

CRM Client Portal User Guide

Introduction
Back Office (Back-End)
1. Back Office Portal Login
2. Dashboard
- Static Data Statistics
- Dynamic Data Statistics
3. Risk Management
- Risk Management Dashboard
  - Broker Profit and Loss Chart
  - Top 5 Most and Least Profitable Traders
- Trading Risk Alerts
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
- List
- Calendar
9. Approval
10. Reports
- CRM Reports
- Trading Platform Reports
11. Notify
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

Powered by GitBook

On this page

7. Wallet

The Wallet tab provides an overview of all CRM wallets, displaying key information for each wallet.

PreviousTrading Account Report NextViewing Wallet Details

Last updated 1 month ago