PayPal is a leading online payment services provider that offers secure and convenient payment solutions for businesses and individuals worldwide. With its easy-to-use platform, PayPal enables users to send and receive payments, make online purchases, and transfer funds seamlessly. PayPal provides several key benefits, including:

1. Security: PayPal prioritizes the security of transactions by utilizing advanced encryption technologies and fraud protection measures, ensuring that sensitive financial information is safeguarded.

2. Convenience: With PayPal, users can make payments without the need to share their financial details with merchants. It offers a streamlined checkout process, reducing the hassle of entering payment information repeatedly.

3. Global Acceptance: PayPal is widely accepted by online merchants and service providers around the world. It supports transactions in multiple currencies, making it convenient for businesses and individuals operating internationally.

4. Buyer and Seller Protection: PayPal offers buyer and seller protection programs that help mitigate risks and disputes, providing added peace of mind for both parties involved in a transaction.

5. Mobile Payments: PayPal's mobile app allows users to make payments and manage their accounts on the go, providing flexibility and convenience for mobile users.

Given the numerous advantages and popularity of PayPal, it has been fully integrated into the CRM system. This integration eliminates the need for brokers to handle the technical aspects of integrating PayPal themselves. By simply creating a PayPal account and configuring the CRM settings, brokers can immediately offer PayPal as a payment method to their clients, saving them time and enabling them to take advantage of PayPal's benefits seamlessly.

Marketplace Installation

To start offering PayPal as a new deposit method to your clients, you can conveniently install it from the CRM marketplace. This function is available free of charge.

Permission Settings

Once the installation of PayPal is completed, it's important to grant the appropriate permissions to your team members to ensure they can effectively set up and manage PayPal within the CRM. Here are the specific permissions related to PayPal settings:

1. Read PayPal Settings: This permission allows users to view the existing PayPal settings.

2. Add PayPal Settings: With this permission, users can add new PayPal settings to the CRM.

3. Update PayPal Settings: This permission enables users to modify and update the existing PayPal settings.

4. Delete PayPal Settings: Users with this permission can delete PayPal settings from the CRM if necessary.

   Once permissions are granted, you will be able to view PayPal Settings.

To edit the PayPal settings in your CRM, follow these steps:

1. Find the PayPal setting you wish to edit in the list.

2. Click on the "Edit" icon.
3. Make the necessary changes to the fields you want to modify, such as the name, Client ID, Secret, or supported currencies.

4. After making the amendments, click on the "Save" button to save the updated PayPal settings.

Paypal Account Registration

To register a PayPal account, visit https://www.paypal.com/bizsignup/. You can follow the guide here to complete your PayPal account regsitration.

Obtaining Client ID & Secret Key

To integrate your PayPal account with the CRM, you will need to obtain the Client ID and Secret Key. You can do so by following these steps:

1. Log into Dashboard via https://developer.paypal.com/home/
2. Click “My Apps & Credentials”

3. Fill in your App Name and Select “Create App”.
4. Upon creation of your App, you will be able to see your Client ID and Secret.

To create PayPal settings on the CRM, follow these steps:

To view the details of a specific PayPal setting in your CRM, follow these steps:

1. Locate the PayPal setting you want to view in the list.

2. Click on the "View" icon.
3. The details of the selected PayPal setting will be displayed, including the name, Client ID, Secret, and the currencies supported by that PayPal account.

To delete PayPal settings from your CRM, please follow these steps:

1. Find the PayPal setting you want to delete in the list.

2. Click on the "Delete" icon.
3. A popup notice will appear asking for confirmation to proceed with the deletion.

4. Click on the "Confirm" button to proceed with the deletion.