Before you can access the tools and features in the CRM Back Office, you’ll need to log in securely through your browser. This section will guide you through the login process, how to recover your password if needed, and how to handle common login errors.

The Back Office Portal is your main hub for managing operations and supporting your brokerage's growth. It brings together everything you need in one place — from handling client relationships and approval workflows to configuring servers, domains, and trading environments.

You can easily customize your CRM branding to match your business, track performance through the built-in analytics module, and stay informed with real-time updates via the notifications system. With additional tools to boost productivity and streamline processes, the Back Office is designed to make your day-to-day work more efficient — and help your business run smarter.

1. Permission Settings

You will need to set up the appropriate permissions before accessing the Risk Management Dashboard. Please refer to this section for more details: Role Management

Once the necessary permissions are granted, the Risk Management Dashboard will appear on the top navigation bar for eligible users.

2. Introduction

At the top of the module, you will find a brief explanation of A-book and B-book trading models, along with an introduction to the hybrid model that combines both approaches.

To learn more about how the hybrid model works and how it may apply to your brokerage setup, click on “Contact us to learn more.”

Upon clicking the button, you will be prompted to fill in the following information:

1. Your Name

2. Your Email Address

3. Comments (optional)

Click “Send Request” to submit your inquiry. An email will be sent to our team, and a member of our sales team will reach out shortly to assist you further.

The Risk Management section provides visibility into your brokerage’s profitability and trading risk exposure. It consists of two key components: the Risk Management Dashboard and Trading Risk Alerts.

• The Risk Management Dashboard allows you to track your profits over time and provides projected profit analysis based on your hybrid A/B book setup. You can also view the top five most profitable traders and the top five traders with the highest losses. This helps you make informed decisions on A-book and B-book allocation to optimize risk and profitability.

• Trading Risk Alerts deliver real-time email notifications when key trading metrics or profit and loss thresholds are triggered. These alerts are designed to help your team respond quickly to emerging risks, ensuring a secure and controlled trading environment.

You can access the CRM Back Office Portal by visiting the dedicated Back Office URL. Please note that this link is different from the one used for the Client Portal.

To log in:

1. Open your preferred web browser and enter the Back Office URL in the address bar.

2. On the login page, enter your username and password.

3. Double-check that you have entered your login credentials correctly.

4. Click on the "Sign In" button to proceed to the Back Office Portal's homepage.

5. Once you have successfully logged in, you will be directed to the Back Office Portal's homepage, where you can access the various management tools and functionalities available.

6. Remember to log out of the Back Office Portal once you have completed your tasks to ensure the security of your account.

The Static Data Statistics section provides key information about your brokerage’s current state. These automatically updated metrics give you important insights into client activity, account statuses, and overall business health at a glance.

If you’ve forgotten your password, you can reset it easily through the login page.

Below are common login errors you may encounter when accessing the CRM Back Office Portal:

The CRM Dashboard is a powerful tool designed to give brokers a clear, real-time overview of clients, Introducing Brokers (IBs), and key business activities.

It’s divided into two main sections:

1. Static Data Statistics: This section automatically displays essential statistics that provide a quick snapshot of your brokerage’s current status. These figures are fixed and updated regularly to keep you informed of critical data points.
2. Dynamic Data Statistics: Unlike static data, this section lets you customize the date range to view statistics over a specific period. This flexibility helps you track trends and analyze performance based on the time frame you choose.

You can view and manage lead details from the Leads page. This includes reviewing lead information, updating ownership or status, adding tags, performing quick actions, and accessing conversion options. You can also track all related activities, such as notes, emails, calls, and tasks, in one place.

You can create new leads through two methods:

• Create a Single Lead

• Batch Create Multiple Leads

1. Create a Single Lead

2. Batch Create Mutiple Leads

To batch create multiple leads, follow these steps:

You can configure two types of Trading Risk Alerts:

1. Account Profit Alert: Receive instant notifications when a client’s trading profit or loss crosses predefined thresholds. This helps you respond quickly to mitigate risks and protect your business.

2. Symbol Profit Alert: Monitor profit and loss for specific groups of trading symbols. Get alerts when thresholds are met, giving you valuable insights into market movements and helping you manage risks proactively.

1. Account Profit Alert

To configure Account Profit Alert, follow these steps:

2. Symbol Profit Alert

To configure Symbol Profit Alert, follow these steps:

To start using Trading Risk Alerts, you’ll first need to install the module from the CRM Marketplace. Follow these steps:

Latest Updates

This release brings targeted enhancements to the Prop Trading module—giving you sharper control over trader evaluation, risk management, and commission logic. Manually promote standout traders, enforce stricter per-trade risk limits, and align IB commissions with discounted participation fees—enabling you to safeguard your business interests at every stage. Whether you're running a promotion or fine-tuning risk criteria, these updates help you stay agile without compromising your evaluation standards.

To read all our previous patch notes, please click .

Access a daily symbol report that provides insights into the P&L and volume for each symbol. Pinpoint symbols that demand closer attention, allowing you to refine your risk management strategy and stay proactive.

The data in this report is refreshed daily, providing you with accurate, real-time insights for better decision-making.

To view the report, simply click on "Symbol Report" in the side menu.

The Symbol Report will display the following data:

1. Symbol – Displays the symbols that have triggered the alerts.

2. Current P/L – Displays the closed P/L for the symbol. Data is retrieved according to the interval set for symbol alerts.

3. Current Volume – Displays the total lot size of all closed trades for the symbol. Data is retrieved according to the interval set for symbol alerts.

4. Current P/L Percentage – This is calculated using the formula: P/L Percentage = (Current P/L / Current Volume) * 100. Data is retrieved according to the interval set for symbol alerts.

5. Lowest Value – Records the lowest P/L value for the symbol within the day.

6. Highest Value – Records the highest P/L value for the symbol within the day.

7. Past 30 Mins P/L – Displays the total closed P/L of orders for the past 30 minutes.

8. Past 30 Mins Volume – Displays the total lot size of all closed orders in the past 30 minutes.

9. Past 30 Mins P/L Percentage – Calculated using the formula: (Past 30 Mins P/L / Past 30 Mins Volume) * 100.

You can select the trading platform for which you wish to view the symbol report by using the dropdown menu.

Additionally, you can search for specific symbols by entering the symbol name in the search bar.

For Account Profit Alerts, you will have the ability to edit, disable or delete your alerts.

For Symbol Profit Alerts, you can edit or disable your alerts.

The Risk Management Dashboard includes a Broker P&L Chart, which provides a clear visual representation of your actual profits, projected profits, and growth trends over a selected date range. This helps you track financial performance and refine your A-book/B-book risk management strategy accordingly.

1. This feature is available exclusively for MT4 and MT5 brokers.

2. To ensure optimal performance, please configure the necessary settings within your MT4 and MT5 Administrator platforms:

   1. MT5 Configuration
   2. MT4 Configuration

The Leads tab provides an overview of your prospective clients and their current statuses, giving you a clear snapshot to manage, track, and follow up effectively.

Dynamic Data Statistics can be customized to show data for any specific time frame.

Use the "Calendar" icon to select your preferred date range and generate the data you want.

You can convert a lead into a client by choosing one of the following actions:

You will also see the client portal user status, indicating whether they are "Unregistered" or "Registered".

1. Send Registration Email

You can send an account registration email to the lead using this shortcut. Follow these steps:

2. Create a Client Portal Account

If you prefer to create a client portal account for the lead directly, follow these steps:

3. Bind to Existing Client

If the lead already has a registered client account, you can bind the lead to that client. Follow these steps:

The dashboard also displays the top five most profitable traders (on the left) and the top five least profitable traders (on the right).

All profit figures are standardized in USD. If a trader’s account uses a different base currency, their profits will be automatically converted into USD for consistency.

The Lead Overview Panel is located on the left side of the lead details page and provides quick access to essential information and actions.

1. What You’ll See

You'll be able to see the following:

• Lead Name – Displayed at the top.

• Owner – The salesperson assigned to the lead (can be updated).

• Participants – Users involved in managing the lead (can be updated).

• Lead Status – Indicates the current lead status (can be updated).

• Custom Tags – Tags for categorizing and adding additional context. For more details, please refer to: Custom Tags

2. Editing Data

You can update key fields as needed by following these steps:

1. Locate the data you want to edit.

2. Hover your mouse over the data, then click the "Edit" icon.

3. Click the dropdown menu and select accordingly. For Participants, you can select more than one option.

4. Click "Save" to apply your changes.

3. Shortcuts

The panel includes shortcuts to help you manage the lead quickly:

• Create Note – Add important notes.

• Send Email – Email the lead directly.

• Add Task – Assign a follow-up task.

• Initiate Call – Call the lead.

For more details on these actions, please refer to: Admin Activities

4. Delete Lead

To delete the lead, follow these steps:

To view a lead's details, follow these steps:

This tab displays detailed information about the lead, including their status, personal details, and source information. It allows you to review and update key lead data to keep your records accurate and up to date.

1. What You’ll See

You'll be able to see the following:

• Lead Status – Indicates whether the lead is converted or unconverted.

• Name

• Gender

• Nationality

• Email

• Phone

• Comment

• Source

• Join Date

2. Editing Data

You can update lead details by:

1. Clicking the "Edit" icon.
2. Amend the information.

3. Clicking the "Save" icon to apply changes.

The Info Updates tab provides a log of all actions performed on the lead, helping you monitor and track activities easily. It also indicates who performed each action, ensuring accountability and transparency.

Key points:

• Displays all lead-related updates in chronological order, categorized by month.

• Shows details of the activity, including the type of action, timestamp, and user responsible.

• Useful for auditing and understanding the lead’s activity history.

The Calls tab provides a complete log of all phone interactions with your lead, including both outgoing and incoming calls. This allows you to review call details and quickly initiate new calls directly from the CRM.

1. View Call Records

2. Calling Leads

To initiate a call with your lead, simply click on the "Call" icon in the Lead Overview Panel. For more information, please refer to this section: Back Office Portal - Call Settings

The Tasks tab helps you manage your follow-up actions with leads by tracking all pending and completed tasks. Tasks are organized to give you a clear overview of what needs attention and what has been completed, ensuring nothing falls through the cracks.

1. View Tasks

2. Create Tasks

To create a task, you must have the "Add Tasks" permission. If this permission is not enabled, you will only be able to view tasks. For more details, refer to this section: Role Management

To create a new task:

1. Click "Create Task".

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Fill in the required fields. For more details, refer to this section: 8. Tasks

4. Click "Save" to confirm.

5. The new task will be displayed in the To-Do list.

3. Edit Tasks

Only the following can edit tasks:

• Task Creator

• Assigned Party

• CRM Owner

To edit:

1. Locate the task you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

4. Click "Save" to apply updates.

5. Note: If you do not have permissions to edit the task, the "..." button will not be visible, and you will be unable to edit the task.

4. Delete Tasks

Only the following can delete tasks:

• Task Creator

• Assigned Party

• CRM Owner

To delete:

1. Locate the task to delete.

2. Click the "..." icon and select "Delete".
3. A pop-up will appear for confirmation.

4. Click "Confirm" to permanently delete the task.

5. Complete Tasks

To complete a task:

1. Locate the task under "To Do List".

2. Click the "Tick" icon to mark it as completed.
3. Once marked, the task will move from the To Do List to the Completed section (categorized by the month of completion) and will appear with a strikethrough for easy identification.

4. Click the "Tick" icon again to move it back to the To Do List.

The Activities tab provides a centralized view of all actions related to the lead — including notes, emails, calls, and tasks — helping you track interactions and manage follow-ups efficiently.

1. View Activities

You can perform multiple bulk operations on your selected leads. Available actions include:

• Cancel – Cancel an ongoing batch operation

• Owner – Change the lead owner

• Send Email – Send an email to multiple leads at once

• Participants – Assign or replace participants

• Lead Status – Update the lead status

• Delete – Delete selected leads

The Admin Activities panel displays all actions and communications related to a specific lead. These activities are organized into tabs for easy navigation and management.

Tabs include:

• Activities – Overview of all actions (notes, emails, calls, tasks).

• Notes – Add, edit, and delete notes.

• Emails – View email history and send emails.

• Calls – Track call records and initiate calls.

• Tasks – Create, edit, and manage tasks.

• Info Updates – Track all updates and responsible users.

The Notes tab allows you to document important information and interactions related to a lead. You can easily view, create, edit, and delete notes to keep track of your communications and follow-up actions. This helps ensure a clear and organized record of all client-related activities.

1. View Notes

2. Create Notes

To create a new note:

1. Click "Create Note".

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Tag the note by selecting the "Email" or "Call" icons to indicate the communication channel used. Tip: Tagging notes helps you quickly identify the communication channel for efficient follow-up. Enter your note content in the text box.

4. Attach any relevant files using the "Attach" icon (optional).

5. Click "Confirm" to save the note.

6. You can also create a note quickly from the Leads main menu by using the "Create Note" shortcut.

3. Edit Notes

Only the creator of the note or the CRM owner can edit notes.

To edit a note:

1. Locate the note you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

4. Click "Save" to confirm.

Note: If you are not the creator of the note or the CRM owner, the “...” button will not be visible, and you will be unable to edit the note.

4. Delete Notes

• By default, only the creator can delete their notes.

• With permission, other users may also delete notes.

• To delete, click the "Delete" icon on the note, then confirm.

• Deletion is permanent and cannot be undone.

By default, only the creator of the note or the CRM owner can delete notes.

If you want other users to be able to delete notes created by others, assign them the “Delete Notes” permission. For more details, refer to: Role Management

To delete a note:

1. Locate the note you want to delete.

2. Click the “...” button and select "Delete".
3. A confirmation pop-up will appear. Click "Confirm" to proceed.

4. Once confirmed, the note will be permanently deleted and cannot be recovered.

1. Report Functions

The Leads Report feature allows you to refine and analyze your leads data for better tracking and decision-making. You can use the following functions:

2. Filter Criteria

Below are the available filter options you can use to narrow down your report results:

Tags help you quickly understand your leads’ profiles by adding meaningful labels. There are two types of tags:

• Public Tags: Common tags that you can use across all leads and clients, such as High Risk Client or Algo Trader.

• Private Tags: Specific tags unique to a particular lead or client, for example, Bank Account Closed Recently or Partner of ABC Company.

1. Create Tags

To create tags:

2. Remove Tags

To remove a tag from a lead, simply hover your mouse over the tag and click the “x” button next to it on the lead’s profile.

3. Sort Tags

You can sort the tags assigned to a lead by simply dragging and dropping them in the order you prefer.

You can also sort the default lists of Public and Private tags:

4. Edit Tags

5. Colour Change

6. Delete Tags

The Clients section provides all tools and functions to manage your existing clients effectively. It is divided into three main menus:

1. – View, manage, and update client details, including personal information, account status, and assigned sales representatives.

2. – Manage client trading accounts, including account creation, modification, and status updates.

3. – View and manage client wallets for deposits, withdrawals, and internal transfers.

To delete a lead, follow these steps:

You can view and update client details by selecting the client from the list and clicking the "View" icon.

Within the client profile, you’ll have access to all relevant client information:

The Emails tab displays all email communications related to the lead. It allows you to view email records and, if you have the necessary permissions, send new emails directly from here. This centralized view helps you track email interactions and maintain efficient communication with your leads.

1. View Emails

2. Sending Emails

To send emails, you must have the Emails permission enabled. Without it, you can only view email records. For more details, refer to this section: Role Management

To send emails:

1. Click "Send Email" under the Emails tab.

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Fill in the following fields:

   • Sender Email

   • Recipient Email (pre-filled with the lead’s email address)

   • Email Subject

   • Email Content

4. Click "Send".

The Clients Overview Panel is located on the left side of the client details page and provides quick access to essential information and actions.

1. What You’ll See

The panel displays the following key information:

• Client Name – Displayed at the top.

• Client Type – Trader or IB.

• Owner – The salesperson assigned to this client (can be updated).

• Participants – Users involved in managing this client (can be updated).

• Client Group – Group classification of the client (if applicable).

• Leads – If converted from a lead, the original lead name will be displayed. You can click on the name to be redirected to the lead’s profile page.

• System Tags – Default system tags assigned automatically. For more details, refer to: System Tags

• Custom Tags – Tags for categorization or additional context. For more details, refer to:

2. Editing Data

You can update key fields directly from the overview panel:

1. Locate the data you want to edit.

2. Hover your mouse over the data and click the "Edit" icon.

3. Select the appropriate value from the dropdown menu.

   • Owner – You can choose to apply the change to the client only, the client and their direct downlines, or all downlines.

   • Participants – You can select multiple participants as needed.

4. Click "Save" to apply your changes.

3. Shortcuts

The panel includes quick actions for efficient client management:

• Create Note – Add important notes.

• Send Email – Email the client directly.

• Add Task – Assign a follow-up task.

• Initiate Call – Call the client.

For more details, refer to: Admin Activities

4. Actions

From the overview panel, you can:

• Delete Client – Permanently remove the client.

• Suspend Client – Temporarily restrict client access.

To do so:

1. Click "Actions".

2. Select "Delete" or "Suspend".

3. For both actions, you will be required to confirm your action by clicking "Confirm".

4. Upon deletion of a client account, you will no longer see it on the CRM.

5. Upon suspension of a client account, you will see the "Suspended" status.

6. To unsuspend an account, simply follow the same steps.

The Registration Info tab displays all the registration details submitted by the client.

1. What You'll See

You will see the following:

2. Editing Registration Info

You can update all fields except Source and Join Date:

1. Click the "Edit" icon.
2. Make the necessary changes.

3. Click the "Save" icon to apply the changes.

3. Reset Password

You can assist clients with password resets:

1. Click "Reset Password".
2. Enter the new password.

3. Fill the new password again to confirm it.

4. (Optional) Select "Force User to Update Password" to require a password change upon the next login.

5. Click "Confirm" to save the changes.

If you have integrated SumSub into your CRM, an additional tab titled "Authentication" will appear on the client's profile. For more details, refer to: SumSub Settings

1. What You'll See

This section displays the results of the client's face liveness authentication check, including:

• Status - Current Verification Status

• Validation Results - Clickable link that redirects you to the full verification record in SumSub

• Last Verified Time – Timestamp of the most recent verification attempt

2. Edit Authentication Status

You can amend the verification status if needed:

1. Click the "Edit" icon.
2. Select a new status from the dropdown menu: Verified, Authentication Failed, Pending

3. Click "Save" to confirm

You can create accounts on behalf of both Traders and IBs.

1. Creating an Account for Traders

2. Creating an Account for IBs

This section displays the withdrawal details saved by your clients for each available withdrawal method. Clients have the option to save their withdrawal information so they don’t need to re-enter it every time they request a withdrawal.

1. What You'll See

You will see all the saved withdrawal information for your clients, grouped by each withdrawal method you have configured. These entries reflect the withdrawal details clients have chosen to save under your setup.

1. By default, the information is hidden due to its sensitive nature.

2. You will only see the "Name" of each saved entry and their respective status.

3. Click the "View" icon to reveal full details.
4. The information shown will follow the withdrawal fields you have configured for that particular method.

2. Add Withdrawal Information

You can assist the client in adding a new withdrawal method by following these steps:

1. Click "Add".
2. Fill in the required fields.

3. Click "Confirm" to save.

3. Edit Withdrawal Information

You may only edit "Approved" withdrawal methods. Methods that are "Pending" cannot be edited.

To edit a withdrawal method:

1. Click the "Edit" icon. You will not see this icon for withdrawal information that are pending review.
2. Make the necessary changes.

3. Click "Confirm" to save your updates.

4. Delete Withdrawal Information

Only "Approved" withdrawal information can be deleted. "Pending" withdrawal information cannot be removed.

To delete a withdrawal information:

1. Click the "Delete" icon. You will not see this icon for withdrawal information that are pending review.
2. A confirmation pop-up will appear.

3. Click "Confirm" to proceed with the deletion.

The KYC tab allows you to view, edit, and manage the client’s submitted KYC information.

1. KYC Provider Verification

If you have integrated a third-party KYC provider, this section will display the verification results.

• The details shown depend on the provider you have connected: Sumsub or ShuftiPro.

• If no third-party KYC provider is connected, this section will not appear.

2. What You'll See

The KYC tab shows the KYC details submitted by the client.

• The fields displayed depend on your configured KYC form settings.

• For more details on configuring KYC forms, please refer to:

3. Edit KYC Information

To edit the client’s KYC information:

1. Click the "Edit" icon.
2. Update the KYC Status if required:

   • Pending

   • Approved

   • Rejected
3. Select the applicable "KYC Form".

   ⚠ Note: If you select a different KYC form from the one originally submitted, all existing data will be erased and must be re-entered.

4. Make the necessary updates.

5. Click the "Save" icon to apply the changes.

4. Profile History

To view the history of KYC submissions:

1. Click "Profile History".
2. You will be redirected to the Approvals Page, automatically filtered to this client.

3. This page displays all previous KYC requests submitted by the client, the review outcomes and more details.

This section allows you to view, create, bind, or manage your client's trading accounts — including setting up rebate accounts.

1. What You'll See

The "Trading Accounts" tab displays all live and demo trading accounts that the client has, along with their respective statuses.

2. View Details

To view details of a trading account:

1. Click on any trading account listed.
2. You will be redirected to the "Trading Account" page where you can view the full details of the trading account.

3. Create or Bind Trading Accounts

You can assist your client by creating a new trading account for them or binding an existing trading account to their profile:

1. Click "Create" or "Bind".
2. Fill in the required fields in the form.

3. For more details, refer to:

4. Unbind Trading Accounts

To unbind a trading account from the client:

1. Click the "Unbind" icon next to the account.
2. A pop-up will appear — click "Confirm" to proceed.

5. Setup Rebate Account

The rebate account is the trading account that will receive IB commissions.

To set a rebate account:

1. Click the "Settings" icon.
2. Select the trading account to be assigned as the rebate account.

3. Click "Confirm" to save.

4. For more details, refer to:

5. You will see "Rebate" on the trading account you have assigned to be the rebate account.

This section allows you to view and manage the client's referral relationships within the CRM system. You can check referral codes, track downline structures, and assist with updating referrers when necessary. It’s a useful tool for monitoring IB networks and ensuring correct referral assignments.

1. What You'll See

The Referral tab provides an overview of the client's referral relationships and downline structure. The following information is displayed:

• Referral Code – The client's unique referral code.

• User Tree – Click "Referral Tree" to view the client's full referral hierarchy.

• Referrer – The name of the client's direct referrer. You can click onto it to be redirected to the referrer's profile page.

• Uplines – The number of uplines in the client's referral chain.

• Direct Downlines – The number of clients directly referred by this client.

• Indirect Downlines – The number of clients referred by the client’s downlines.

2. Edit Referral Code

You can update the client’s referral code. All other fields in this section are not editable.

To edit the referral code:

1. Click the "Edit" icon.
2. Enter the new Referral Code.

3. Click "Save".
4. Note: Changing the referrer code will update the client's promotion link. Please notify the client after making any changes.

3. Add or Change Referrer

You can assign or reassign a referrer for the client.

1. To add a referrer (if the client has no existing referrer):

   1. Click "Add Referrer".
   2. Select the new Referrer from the list.

   3. (Optional) Tick "Bring Downlines" if you want to move the entire downline tree under the new referrer.

   4. Click "Update".

2. To change an existing referrer:

   1. Click "Change Referrer".
   2. Select the new Referrer.

   3. (Optional) Tick "Bring Downlines" if the downline tree should also be moved.

   4. Click "Update".

4. View Referral Tree

Click "Referral Tree" to view the client’s upline and downline structure.

You’ll see:

1. Uplines

   1. You’ll see details such as Name, Client ID, Client Type, and User Tier.

   2. Hover your mouse to the upline and click the "Redirect" icon to jump to the upline’s profile page.
   3. You can amend the user tier by hovering your mouse to the upline and clicking the "Edit" icon.
   4. Select the appropriate Rank Structure and Tier, then click "Confirm".

2. Downlines

   1. Similar details—Name, Client ID, Client Type, and User Tier—are shown.

   2. Click the "Expand" icon to view the full referral tree.
   3. You can also use the "Redirect" icon to access the downline’s profile or click "Edit" to update their user tier.

The Admin Activities panel displays all actions and communications related to a specific client. These activities are organized into tabs for easy navigation and management.

Tabs include:

• – Overview of all actions (notes, emails, calls, tasks).

• – Add, edit, and delete notes.

• – View email history and send emails.

• – Track call records and initiate calls.

• – Create, edit, and manage tasks.

• – Track all updates and responsible users.

The Activities tab provides a centralized view of all actions related to the client — including notes, emails, calls, and tasks — helping you track interactions and manage follow-ups efficiently.

1. View Activities

The Notes tab allows you to document important information and interactions related to a client. You can easily view, create, edit, and delete notes to keep track of your communications and follow-up actions. This helps ensure a clear and organized record of all client-related activities.

1. View Notes

2. Create Notes

To create a new note:

1. Click "Create Note".

2. Alternatively, use the shortcut icon on the client overview panel.
3. Tag the note by selecting the "Email" or "Call" icons to indicate the communication channel used. Tip: Tagging notes helps you quickly identify the communication channel for efficient follow-up. Enter your note content in the text box.

4. Attach any relevant files using the "Attach" icon (optional).

5. Click "Confirm" to save the note.

6. You can also create a note quickly from the Leads main menu by using the "Create Note" shortcut.

3. Edit Notes