In the Domain Settings page, you can configure the domain for your CRM Client Portal. This feature enables you to add multiple domains to your CRM Client Portal for various purposes, such as catering to different client regions or organizing promotional events.

Benefits of using different domains include:

1. Regional Customization: Assign specific domains to different client regions, delivering a localized experience tailored to their preferences and needs. This ensures personalized and targeted engagement with your clients.

2. Promotional Events: Create dedicated domains for specific promotional events or campaigns. By utilizing separate domains, you can track the success rate of each event through the promotional links tab. This allows you to analyze the effectiveness of your marketing efforts and make data-driven decisions for future events.

3. Personalization for IBs: Allocate different domains to individual IBs, providing them with their own personalized CRM Client Portal domain. This enhances their experience and enables you to track the performance of each IB via the promotional link tab.

1. Improved CRM Access Speed: Cloudflare's global network infrastructure ensures that your CRM is accessible quickly and efficiently, regardless of the user's location or internet service provider.

2. Protection against DDOS Attacks: Cloudflare's robust security features help to mitigate and prevent Distributed Denial of Service (DDOS) attacks, safeguarding your CRM from disruptions and ensuring uninterrupted service.

3. Enhanced Data Security: Cloudflare provides additional layers of security, including SSL encryption and web application firewall, to protect your CRM data from unauthorized access and malicious activities.

4. Mitigation of Risk: By using Cloudflare as a DNS domain server, you can prevent the risk of malicious complaints or attempts to trace back to the broker's server location, ensuring the privacy and security of your brokerage operations.

To delete a domain, follow the steps below:

Setting Up Default Mode

To select the default color mode for your CRM client portal, please follow these steps:

1. Click on the "Edit" icon in the Brand Settings module.
2. Choose between the Light Mode or Dark Mode option.

3. Once you have made your selection, click on the "Save" icon to save the changes.

Application

1. Light Mode: This will set the default mode to light, providing a bright and visually pleasing interface for users.
2. Dark Mode: This will set the default mode to dark, offering a sleek and modern interface for users.

Please note that even with the default mode set, clients will still have the flexibility to switch between light and dark modes according to their preference. This ensures a personalized experience and allows users to optimize their viewing experience based on their needs.

Setting Up System Language & Default Language

To set up the system language and default language for your CRM Client Portal, follow these steps:

1. Click on the "Edit" icon.
2. Select the desired system languages from the available options.

3. Once you have selected the system languages, they will be displayed under the "Default Language" section. Choose the default language that will be displayed initially for the CRM Client Portal.
4. Click on the "Save" button to save the changes.

Application

1. When clients log in to the CRM Client Portal, the default language you have set will be displayed.

2. Clients have the flexibility to choose their preferred language by clicking on the "Language" icon.
3. The language of the CRM Client Portal will immediately change to the language selected.

Types of Navigation Tabs

There are 2 types of Navigation Tabs that can be created:

1. Group: Create groups to group multiple navigation tabs together for better organization.

2. Navigation: This refers to the individual navigation tab you will be creating.

Creating Navigation Tabs

To create a new navigation tab in the CRM Client Portal, follow these steps:

Navigation Tab Content

Once you have created the navigation tabs in the CRM Client Portal, you will need to input the content. There are two ways to do this:

1. Embedding a Link: You can create a tab by embedding a link to external content or webpages. This allows you to direct clients to specific resources, websites, or any relevant content you wish to share. Simply provide the URL or link to the desired content, and it will be accessible to clients through the navigation tab.

2. Inputting Your Own Content: Alternatively, you can input your own content directly into the custom tab. This gives you the flexibility to create and display personalized content for your clients. You can use this feature to share announcements, guides, educational materials, or any other information you deem valuable. By inputting your own content, you have full control over the information you provide to your clients.

To input the navigation tab content, follow these steps:

Permissions

After creating the Navigation tabs, you will need to grant appropriate permissions to the relevant Client Groups. (For more details, please refer to this section: )

Application

1. Groups Created

2. Navigation Tabs Created

To disable navigation tabs, follow these steps:

1. Locate the navigation tab you want to disable and click on the "Disable" icon.

2. The navigation tab will be disabled, and clients will no longer be able to view it.

3. If you want to re-enable the navigation tab, simply click on the "Disable" icon again.

Setup Password Strength Settings

To set password strength settings for your clients, follow these steps:

1. Click on the "Edit" icon in the Security Settings tab.

Enabling Remote Login Prompts

To enable remote login prompts for the CRM Client Portal, follow these steps:

1. Click on the "Edit" icon in the Security Settings tab.

Setting Up Payment Method

To create a new payment method, please follow these steps:

In the Deposit Settings menu, brokers can configure the following:

In the Security Settings tab, brokers can configure important security features for the CRM Client Portal. These include:

1. Remote Login Prompts: By enabling remote login prompts in the Security Settings tab, brokers can enhance the security of the CRM Client Portal. This feature alerts clients whenever their account is accessed from a different IP address than usual. It serves as a proactive measure to notify clients of potential unauthorized access to their account. Prompting clients with these alerts allows them to take immediate action if they suspect any suspicious activity and helps ensure the safety of their account.

2. Password Strength Settings:

You can require clients to activate Two-Factor Authentication (2FA) for enhanced account protection. By default, this function is disabled. Once enabled, you can select the operations that will require clients to input a 2FA code:

1. Login

2. Deposit

To enable or disable a payment method, please follow these steps:

1. Locate the payment method you wish to enable or disable in the payment method settings.

2. Click on the "Enable" or "Disable" icon next to the payment method.

In the Transaction Settings menu, brokers can access a variety of configuration options related to transactions. These settings enable brokers to customize and manage different aspects of the deposit, transfer, and withdrawal processes to meet their specific requirements.

You can sort the payment methods in your preferred order. This allows you to prioritize or highlight certain payment methods for your clients, making it easier for them to navigate and select their preferred options during the deposit process.

To sort the payment methods, follow these steps:

1. Click and hold the payment method you want to move.

2. Drag the payment method to its desired location in the list.

In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.

By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.

To set the exchange rate for your currencies, follow these steps:

To delete a payment method, please follow these steps:

1. Locate the payment method you wish to delete in the payment method settings.

2. Click on the "Delete" icon next to the payment method.

In the Withdrawal Settings menu, brokers can configure the following:

In the settings for payment gateway icons, brokers have the option to create icons for different payment methods. The introduction of new visual elements enhances clarity and user experience, allowing clients to quickly identify their preferred deposit methods at a glance.

1. Default icons have been pre-set for the following payment methods:

   • ChillPay

To enable or disable a withdrawal method, please follow these steps:

1. Locate the withdrawal method you wish to enable or disable in the withdrawal method settings.

2. Click on the "Enable" or "Disable" icon next to the withdrawal method.

To delete a withdrawal method, please follow these steps:

1. Locate the withdrawal method you wish to delete in the withdrawal method settings.

2. Click on the "Delete" icon next to the withdrawal method.

Client Withdrawal via Match2Pay

To submit a withdrawal request via Match2Pay, your client will need to follow these steps:

Reviewing Client's Match2Pay Withdrawal Request

To review client's withdrawal request via Match2Pay, follow these steps:

To enable Match2Pay withdrawal for your clients, follow these steps:

To guarantee a secure Match2Pay withdrawal process, we have implemented security checks to verify withdrawal requests before processing. These security measures include:

A) Two Levels of Approval

• Each withdrawal request will go through mandatory two levels of approval.

• This additional layer of verification helps ensure that only authorized and legitimate requests are processed, reducing the risk of unauthorized withdrawals.

• This is a mandatory step before you can setup Match2Pay as a withdrawal method for your clients.

B) 2FA Setup

• You can enable mandatory 2FA for your clients, requiring them to input a 2FA code before processing any operations.

• This is an optional step, but it is highly recommended to enhance fund security.

• For further information on how to utilize this function, please refer to this link:

Without completing the security checklist, you will not be able to enable Match2Pay as a withdrawal method. A popup notice will appear to inform you to complete the security checklist.

To secure your Match2Pay withdrawal process, follow these steps:

In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.

By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.

To set the exchange rate for your currencies, please refer to this section:

To delete PSP settings, follow these steps:

1. Locate the PSP that you want to delete and click the "Delete" icon.
2. A popup notice will appear to confirm the deletion. Review the notice to ensure that you are deleting the correct PSP setting.

To can sort the PSP platforms to your desired order, follow these steps:

1. Click and hold the PSP platforms you want to move.

2. Drag the PSP platform to its desired location in the list.

To edit PSP settings, follow these steps:

1. Locate the PSP platform that you want to edit and click the "Edit" icon.
2. Make necessary amendments.

Once the PSP (Payment Service Provider) has been successfully integrated with the CRM, you can proceed to set it up as a payment platform by following these steps:

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.

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.

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.

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.

Paypal Account Registration

To register a PayPal account, visitYou can follow the guide to complete your PayPal account regsitration.

ChillPay is a leading payment services provider that offers seamless and secure payment solutions to businesses. With a focus on simplicity and convenience, ChillPay enables businesses to accept online payments easily and efficiently. ChillPay specializes in Thai Baht (THB).

Key Points of ChillPay:

1. Secure Payment Processing: ChillPay prioritizes the security of transactions, implementing robust measures to protect sensitive customer information. This gives peace of mind to both brokers and their clients, ensuring safe and reliable payment processing.

2. Wide Range of Payment Options: ChillPay supports a variety of payment options, including credit cards, bank transfers, and e-wallets. This versatility allows clients to choose their preferred payment method, enhancing the convenience and flexibility of transactions.

3. User-Friendly Interface: ChillPay offers a user-friendly interface that simplifies the payment process for both brokers and clients. The intuitive design and streamlined checkout experience make it easy for clients to complete their payments, resulting in higher conversion rates.

By integrating ChillPay into the CRM, brokers can leverage its advantages and start using ChillPay as a payment method for their clients without the hassle of integrating it themselves. This seamless integration saves time and allows brokers to focus on their core business while providing a reliable and convenient payment solution to their clients.

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

To register an account with Match2Pay, please follow these steps:

1. Visit the Match2Pay website at https://match2pay.com/.

2. Click on the "Apply Now" button.
3. Fill out the registration form with the required details.

4. Once you have completed the form, click "Send" to submit your registration.
5. Match2Pay will then directly contact you to proceed with the account registration process.

To establish the connection between Match2Pay and your CRM, follow these steps:

To view Match2Pay settings, follow these steps:

1. Locate the specific Match2Pay setting you wish to view.

2. Click on the "View" icon.
3. You will be able to see all the configured settings.

To edit Match2Pay settings, follow these steps:

1. Locate the Match2Pay settings you want to edit.

2. Click on the "Edit" icon.
3. Make the necessary amendments.

4. Click on "Save" to save the updated settings.

Connect Stripe to CRM

To establish the connection between Stripe and your CRM, follow these steps:

Inputting Callback Address into Stripe

You will need to input the CRM callback address into your Stripe account. To do so, follow these steps:

Stripe is a leading online payment processing platform trusted by millions of businesses worldwide for its seamless integration, user-friendly interface, and comprehensive suite of features. Founded in 2010, Stripe offers a variety of payment options, including credit cards, debit cards, and digital wallets, making it easy for businesses to accept payments online.

1. Trusted Payment Provider:

Register for Stripe Account

To delete Match2Pay settings, follow these steps:

1. Locate the Match2Pay settings you want to delete.

2. Click on the "Delete" icon.

To edit Stripe settings, follow these steps:

1. Locate the Stripe settings you want to edit.

To view Stripe settings, follow these steps:

1. Locate the specific Stripe setting you wish to view.

Purchase Prop Trading Package via Stripe

Register for Fireblocks Account

To register for a Fireblocks account, follow these steps:

1. Navigate to Fireblocks official website.

2. Click "Request Demo".
3. The Fireblocks team will reach out to you to setup your account.

Retrieving API Credentials from Fireblocks

Once you have created your Fireblocks account, follow these steps to retrieve the API credentials:

Create Vault Account via Fireblocks

To create a vault account, follow these steps:

To create LuqaPay settings, follow these steps:

LuqaPay is a peer-to-peer payment solution built to simplify and modernize fund transfers. Designed for speed, flexibility, and transparency, LuqaPay connects your traders to a wider community network, allowing deposits and withdrawals to be automatically matched across the ecosystem—not just within your client base.

1. Peer-to-Peer Matching System: Tap into the full LuqaPay network to automatically pair deposit and withdrawal requests across the ecosystem. Rather than limiting matches to clients within the same broker, LuqaPay’s shared pool enables faster and more efficient fund movement—minimizing manual oversight and boosting transaction success rates.

2. Localized Payment Method: Tailored for the Japanese market, LuqaPay's Community Bank Transfer method offers a familiar and trusted payment route for local traders. It simplifies fund transfers, aligning with domestic banking practices and enhancing user confidence in the process.

In the Brand Settings page, you can configure the following options for your CRM Client Portal:

1. Website Name: Specify the name that will be displayed on the browser tab when clients access your CRM Client Portal. This allows you to personalize the branding and ensure that your clients easily recognize and identify your CRM website.

2. CRM Client Portal Logo: Upload and set your desired logo to appear on the CRM Client Portal. This allows you to showcase your brand identity and create a consistent visual representation for your clients.

3. Theme Color: Choose the theme color that aligns with your brand's visual identity. This color will be applied to various elements throughout the CRM Client Portal, providing a cohesive and branded experience for your clients.

4. Default Mode: Select the default mode for the CRM Client Portal interface - light mode or dark mode. When clients access the CRM, the selected default mode will be displayed, offering a preferred visual experience from the moment they log in.

5. Landing Style: Choose the desired landing page style for your CRM Client Portal - center, left, or right. This option allows you to customize the layout and positioning of the content on the landing page, making your CRM look more unique and tailored to your brand's aesthetics.

Website Name

To edit your website name in the Brand Settings module, follow these steps:

1. Click the "Edit" icon.
2. Enter your desired website name, keeping it within a maximum of 50 characters.

3. Once you have entered the new website name, click on the "Save" icon to save your changes.

Logo

You can set three different types of logos for your CRM:

1. Website Logo: This logo will be displayed on the CRM Client Portal when clients log in. It represents your brand and provides a visual identity for your clients while they interact with the CRM.
2. Favicon: The favicon is the small icon that appears on the browser tab when clients open your CRM in a web browser. It helps to enhance your brand visibility and provides a recognizable mark for your CRM in the browser interface.

To setup the logos, follow these steps:

1. Click the "Edit" icon.
2. Select the type of logo you would like to set, such as "Website Logo," "Favicon," or "App & PWA Icon."

In the Login Page Configuration settings, you can customize various aspects to enhance the user experience. Here are the options you can configure:

1. Login Background Image: Choose a visually appealing image to create a unique and visually appealing login page. This helps create a positive first impression for your users.

2. Login Logo: Set your brand logo to be displayed on the login page. This helps reinforce your brand identity and creates a consistent visual representation across your CRM Client Portal.

3. Navigation Mode: Decide the placement of the navigation menu on the CRM Client Portal. You can choose to have it positioned at the top or on the left side, based on your preference and design requirements.

4. System Language & Default Language: Customize the available languages for the CRM Client Portal. You can select multiple languages to cater to a diverse user base. Additionally, you can set a default language that will be displayed when users access the portal. This allows users to view and interact with the CRM in their preferred language, enhancing their overall experience.

In the Client Portal - Brand Settings tab, you have the ability to configure and customize the brand settings of your CRM Client Portal. This feature empowers you to personalize the appearance and overall user experience of the Client Portal to align with your corporate branding and aesthetic preferences.

To create a new domain, follow the steps below:

To delete a navigation tab you have created, follow these steps:

1. Locate the navigation tab you want to delete.

2. Click the "Delete" icon next to the navigation tab.

3. A confirmation pop-up will appear. Click "Confirm" if you wish to proceed with deleting the navigation tab.

4. The navigation tab will be permanently deleted and removed from the CRM Client Portal.

The Settings tab provides comprehensive configuration options for your CRM, allowing you to tailor it to your specific needs.

The settings are categorized into two sections:

1. Client Portal: This category encompasses settings related to the CRM Client Portal.

2. Back Office Portal: This category covers settings associated with the CRM Back Office Portal.

To navigate between the different settings, simply scroll through the Settings sidebar.

Setting Up Navigation Mode

To set up the navigation mode for the CRM Client Portal, please follow these steps:

1. Click on "Edit" icon.
2. Choose the preferred navigation mode: Left or Top.

3. Click on the "Save" button to save the changes.

Please note that the navigation mode for the mobile user interface (UI) will always be set to the left, regardless of the settings chosen.

Application

1. Navigation Mode: Left

2. Navigation Mode: Top

3. Navigation Mode on Mobile: Left

You can define limits on failed login attempts for both clients and admins, triggering automatic account suspension after repeated failures to mitigate security risks.

1. Setting Up Failed Login Attempt Limit

To setup failed login attempt limit, follow these steps:

2. Application

1. When your client or admin user's login attempt has failed, they will see a notification to inform them of the remaining number of attempts remaining.

2. If the failed login attempt reaches the maximum limit configured, a notification will be displayed to inform the client or admin user that their account has been suspended.

3. To enable the account, you will need to do the following:

In the Navigation Settings of the CRM, you have the ability to create custom tabs for your clients on the CRM Client Portal. This feature enables you to add additional tabs that are not available by default, providing a more customized experience for your clients.

By utilizing the Navigation Settings feature, brokers can enhance the functionality and user experience of the CRM Client Portal, providing additional resources and tailored information to their clients.

By default, the CRM Client Portal displays the following navigation tabs that cannot be deleted:

1. Dashboard

2. Accounts

3. PAMM/MAM

4. Referral

5. Reports

6. My Profile

Setting Up Landing Page Style

To setup the landing page style for your CRM Client Portal, follow these steps:

1. Click on the "Edit" icon in the Brand Settings module.
2. Select your preferred landing page style:

3. Once you have made your selection, click on the "Save" icon to save the changes.

Application

1. Landing Page Style: Center
2. Landing Page Style: Right
3. Landing Page Style: Left

Setting Up Login Background & Logo

To set up the Login Background Image and Login Logo, follow these steps:

1. Click on the "Edit" icon.
2. Upload the image file you want to use as the Login Background Image or Login Logo from your device.
3. Once the upload is complete, click the "Save" button to save your changes.

Application

1. Login Background Image:

2. Login Logo:

In the payment method settings, brokers can manage the available deposit methods for their clients. This includes the ability to create new payment methods, edit existing ones, disable specific methods, or delete payment methods that are no longer required. This flexibility allows brokers to customize the available payment options to align with their business requirements and provide a seamless deposit experience for their clients.

To edit a payment method, please follow these steps:

1. Locate the payment method you wish to edit and click on the "Edit" icon.
2. Make the necessary changes to the payment method details, such as the name, currencies accepted, deposit settings, description, or deposit fields.

3. Once you have made the desired changes, click on the "Save" button to save the updated payment method settings.

To edit a withdrawal method, please follow these steps:

1. Locate the withdrawal method you wish to edit and click on the "Edit" icon.
2. Make the necessary changes to the withdrawal method details, such as the name, currencies accepted, withdrawal settings or withdrawal fields.

3. Once you have made the desired changes, click on the "Save" button to save the updated withdrawal method settings.

Here, brokers can configure the following:

1. Transfer Settings

2. Transfer to Others

3. Transfer Amount Limit

4. Exchange Rates

Transfer Settings

A. Setting Up Transfer Settings

Brokers have the option to control whether the source or target account of a transfer can be the CRM wallet or trading account. This provides brokers with greater control and flexibility in managing fund transfers and aligning them with their specific business requirements and preferences.

They can configure this for both "Internal Transfer" and "Third Party Transfers".

To do so, follow these steps:

1. Under "Internal Transfer" or "Third Party Transfer", click on the "Edit" icon.
2. Select or de-select the following options:

   • Wallet

B. Application

1. If you set both the Source Account and Target Account to CRM Wallet only, clients will only see their wallet as the available option when making a transfer — for both the source and target account.
2. If you set them to Trading Accounts only, clients will only see their trading accounts, and the wallet option will not be displayed.
3. In essence, the dropdown menus for Source Account and Target Account during a transfer will reflect the configuration set in your Transfer Settings. Clients will only see the account types (CRM Wallet or Trading Account) that you have allowed as valid source and target accounts.

Third Party Transfer

In the Third Party Transfer settings, brokers can choose to allow or disallow clients from transferring funds to third parties. This setting gives brokers control over whether clients can initiate transfers to external accounts or limit transfers to only internal accounts.

A. Enable or Disable Third Party Transfer

To allow or disallow clients from transferring funds to third parties:

1. Click the "Edit" icon.
2. You can toggle the "Enable/Disable" button according to your preference.

3. Click "Save".

If you choose to allow clients to do third party transfers, it is recommended to set up a transfer agreement to ensure clients understand the associated policies and risks. You can find a quick link to the Agreement Setup tab (please refer to this section for more details: ). This helps establish clarity and transparency between the broker and the client regarding the terms and conditions of transferring funds to third parties.

B. Application

1. If you enable third-party transfers for clients, they will have the option to choose between internal transfer or third party transfer.
2. However, if you disable third party transfers, clients will not be able to see "Third Party Transfer" as an option. They will only see "Internal Transfer".

B. Transfer Permissions

You can configure fund transfer permissions with precision, allowing clients to transfer funds to specific individuals, direct downlines, or all downlines within a permitted IB network. This ensures tighter control while preserving flexibility.

To do so, follow these steps:

D) Application

Transfer Amount Limit

In the transfer amount limit settings, you have the flexibility to set the minimum and maximum transfer amounts for different currencies. You can customize the transfer amount limits separately for transfers to the client's own account and transfers to third parties.

By default, the currencies that you offer will be displayed, and you can adjust the limits accordingly for each currency. The available currencies will depend on the account base currencies that you have made available on your trading platform for your clients.

A. Setting Up Transfer Amount Limit

To set up transfer amount limits, follow these steps:

1. Click on the "Edit" icon.
2. Set the minimum and maximum amounts for each currency. You can configure these limits separately for transfers to the client's own account and transfers to third parties. If you have disabled the transfer to others functionality, you only need to set the transfer amount limit for transfers to the client's own account.
3. Click "Save" to save the changes.

B. Application

1. If a client attempts to transfer an amount that is below the specified minimum amount, an error message will be displayed, notifying the client that the transfer must be for an amount greater than the minimum limit.
2. Similarly, if a client tries to transfer an amount that exceeds the specified maximum amount, an error message will be shown, informing the client to transfer an amount that is within the maximum limit.

Exchange Rates

In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.

By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.

To set the exchange rate for your currencies, please refer to this section:

A. Application

1. If a client attempts to transfer funds in a currency for which the exchange rate has not been configured, the CRM system will display an error message to inform the client about the missing exchange rate. The error message will prompt the client to contact you, indicating that they need assistance in setting up the exchange rate for the respective currency.
2. If the exchange rate is configured in the CRM system and you have chosen to allow the display of exchange rates to clients, they will indeed be able to see the conversion rate when withdrawing funds.

In the withdrawal method settings, you can create and configure withdrawal methods for your clients. These settings allow you to specify the currencies accepted, withdrawal fees, minimum and maximum withdrawal amounts, and customize the withdrawal form according to your requirements.

By setting up withdrawal methods and customizing the withdrawal form, you can streamline the withdrawal process for your clients and ensure that the necessary information is captured accurately.

You can sort the withdrawal methods in your preferred order. This allows you to prioritize or highlight certain withdrawal methods for your clients, making it easier for them to navigate and select their preferred options during the withdrawal process.

To sort the withdrawal methods, follow these steps:

1. Click and hold the withdrawal method you want to move.

2. Drag the withdrawal method to its desired location in the list.

3. Release the mouse button to drop the withdrawal method in the new position.

To make changes to the group and navigation tabs, simply follow these steps:

1. Click on the "Edit" button.
2. Update the necessary fields as required.

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.