CRM Back Office User Guide (Full)

CRM Client Portal User Guide

CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How to Setup Your Prop Broker Prop Trading Version Release Notes

CRM Client Portal User Guide CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How to Setup Your Prop Broker Prop Trading Version Release Notes

Introduction
Back Office (Back-End)
1. Back Office Portal Login
- Reset Password
2. Dashboard
- Static Data Statistics
- Dynamic Data Statistics
3. Risk Management Dashboard
4. Leads
5. Clients
6. Trading Accounts
7. Wallet
8. Tasks
9. Approval
10. Reports
- CRM Reports
  Transactions Report
  Fixed Commission Report
  Flexible Commission Report
- Trading Platform Reports
  Trade History Report
  Open Positions Report
  Pending Orders Report
  Account Capital Report
  Comprehensive Account Report
  MT4 Comprehensive Account Report Extension
11. Notify
- Email Notifications
  Send Email Notifications
  Simple Method - Manual Entry
  Simple Method - HTML Code
  Simple Method - Email Design Templates
  Advanced Method - AI Editor
  Historical Data
- Pop-Up Notifications
  Send Pop-Up Notifications
  Simple Method - Manual Entry
  Simple Method - HTML Code
  Advanced Method - AI Editor
  Historical Data
  Revoking Pop-Up Notifications
12. Bonus
13. Prop Trading
14. Trading Competition
15. Tier Upgrade
16. Tickets
17. Settings
18. Other Functionalities

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8. Tasks

Editing Tasks

PreviousCompleting Tasks NextDeleting Tasks

Last updated 1 year ago

Only the creator of the task, handler of the task and the owner of the CRM will be able to edit tasks.

To edit a task, follow the steps below:

Click onto the "View" icon for the respective task.

Amend the relevant fields and click “Save”.

If you are not the creator of the task, handler of the task or the owner of the CRM, you will not be able to edit the task.