CRM Back Office User Guide (Full)

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CRM Client Portal User Guide

CRM Back Office User Guide (Full)

Introduction
Back Office (Back-End)
1. Back Office Portal Login
2. Dashboard
3. Risk Management
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
9. Approval
10. Reports
11. Notify
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

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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 7 months ago