CRM Back Office User Guide (Full)

CRM Client Portal User Guide

CRM Back Office User Guide (Full)

CRM Back Office User Guide (Full)

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

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On this page

A) Viewing Trading Competition Details
B) Editing Trading Competition Details
C) Deleting Trading Competitions
D) Assigning Trading Competition Module to Client Groups

14. Trading Competition

Trading Competitions Operations

PreviousCreating Trading Competitions NextCompetition Statistics

Last updated 10 months ago