CRM Back Office User Guide (Full)

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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

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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 29 days ago