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CRM Back Office User Guide (Full)

Introduction

Our Customer Relationship Management (CRM) System consists of 2 portals: Client Portal (Front-End) and Back Office (Back-End)

Latest Updates

We’re thrilled to introduce a powerful new update that enhances your IBs’ ability to track their downlines' prop trading performance. With the newly added dashboard, your IBs will now have an integrated view of their downlines’ participation status, fees collected, participation fee commission rebates, and profit-sharing amounts. They will also have access to detailed prop trading reports, offering deeper insights into downline performance. These updates are designed to streamline monitoring and empower your IBs with the tools they need to optimize their operations. Dive in to explore the full range of improvements!

Back Office (Back-End)

The CRM Back Office Portal is a robust backend solution tailored to help brokers efficiently manage and optimize their business operations. With a comprehensive suite of features, it allows brokers to customize CRM branding, manage client relationships and approval workflows, oversee server and domain configurations, and access valuable insights through the analytics module. Additionally, the notifications module and other advanced tools enhance operational efficiency and business performance. This powerful platform is designed to streamline processes and drive overall success for brokers.

1. Back Office Portal Login

You can access the CRM Back Office Portal via the dedicated Back Office URL, which is separate from the CRM Client Portal URL.

1. Logging into CRM Back Office Portal

Open your preferred web browser and enter the Back Office URL in the address bar.
On the login page, enter your username and password.
Double-check that you have entered your login credentials correctly.
Click on the "Sign In" button to proceed to the Back Office Portal's homepage.
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.
Remember to log out of the Back Office Portal once you have completed your tasks to ensure the security of your account.

2. Incorrect Email Address

A mistake in the email address will result in an error message stating "The user does not exist".

3. Incorrect Credentials

If you enter an incorrect password, you will see an error message stating "Incorrect Email and Password".

Reset Password

If you have forgotten your password, you can reset it by following the steps below:

Click "Forgot Password"

Email Verification

An email with a password reset link will be sent to the email address you provided.
Check your email inbox for the password reset email from the CRM. If you do not see it in your inbox, check your spam or junk folder.
Click on the password reset link in the email.

Enter New Password

Enter your new password in the "New Password" field and re-enter it in the "Confirm New Password" field.
Click on the "Confirm" button to save your new password.
Once your password is reset successfully, you will be redirected to the login page.

2. Dashboard

The CRM Dashboard is a valuable tool for brokers, offering a comprehensive view of clients, Introducing Brokers (IBs), and overall business operations. It consists of two distinct sections:

Static Data Statistics: This section provides automatically generated statistics based on essential data. These statistics give brokers an immediate snapshot of critical information, enabling quick assessments of their operations' status.
Dynamic Data Statistics: In this section, the dashboard presents dynamic data statistics. Unlike static data, these statistics are also generated by the system, but they come with the flexibility to customize the date range.

Static Data Statistics

This section displays the following information:

Dynamic Data Statistics

Dynamic Data Statistics can be customized by the broker to generate data for a specific time frame.

You can customize the date range for the data you wish to extract by clicking on the “Calendar” icon and selecting the dates accordingly.

This section displays the following information:

3. Risk Management Dashboard

The Risk Management Dashboard allows you to track your profits over time and provides projected profit analysis based on the hybrid A/B book risk management model. You will also have valuable insights on the top five most profitable traders and the top five traders with the most losses. This enables you to make more informed decisions as a broker, optimizing your A-book and B-book strategies to maximize returns.

This function is only available for brokers with MT4/5.

Risk Management

1. Permission Settings

You will need to setup the permissions for risk management dashboard before you can view it. Please refer to this section for more details: Role Management

Once permissions have been granted, you will be able to find the Risk Management Dashboard on the top navigation bar.

2. Introduction

At the top of the risk management module, you will find a concise description of the A-book and B-book concepts. Additionally, we introduce the hybrid risk management model that combines both A-book and B-book approaches. To delve deeper into the details and learn more about this model, simply click on "Contact us to learn more." Our team will be delighted to provide you with further information and address any inquiries you may have.

Upon clicking "Contact us to learn more", you will need to fill in the following details:

Your Name
Your Email Address
Comments (optional)

Once you have filled in the required information, click on "Send Request," and an email will be promptly sent to our team. Our dedicated sales team will be in touch with you shortly to assist you further and address any inquiries you may have.

3. Broker Profit and Loss Chart

In addition, within the risk management module, you will have access to the broker profit and loss chart. This chart provides a comprehensive view of your profits, projected profits, and profit growth over a specified period of time. This visual representation allows you to track and analyze your financial performance, enabling you to make informed decisions and strategies for maximizing profitability.

4. Top 5 Most and Least Profitable Traders

Within the risk management dashboard, you will have visibility of the top 5 most profitable traders on the left side and the top 5 least profitable traders on the right side. All profit amounts will be denominated in USD, even if the clients have different account base currencies. The system will automatically convert the profits to USD.

4. Leads

The Leads tab provides an overview of brokers’ prospective clients (i.e. leads) and their statuses.

Creating New Leads

You have two options for creating leads:

1. Creating a single lead

2. Batch importing multiple leads

You can use the batch import function to create multiple leads at once.
To access the batch import function, click the "..." icon and select "Import".

Download the "Leads Import" file from the popup notice that appears.

Fill in the respective columns in the Excel template:
- Name
- Gender
- Nationality
- Email - cannot be duplicated with existing CRM clients.
- Phone Code
- Phone Number - cannot be duplicated with existing CRM clients.
- Comment
- Lead Status
- Source
Download the "Nationality_Country_Code" file and fill in the corresponding country code for Nationality.
Upload the filled-in Excel template by clicking "Upload File".
Click "Confirm" to import the leads.

If the batch import is successful:
- A popup notice will inform you that the batch operation is being processed.
If any errors are detected:
- There will be a popup notice to inform you of the error.
- You will need to amend the file to rectify the error before the batch operation can proceed.

Editing Leads

You can view, edit and follow up with their lead by clicking on the "View" icon.

Viewing Lead Details

The lead details are categorized into three categories:

Admin Activities

This displays all admin activities done in relation to a particular lead.

Admin Activities include the following:

Custom Tags

There are two types of tags available:
- Public Tags: These are commonly used tags that can be applied across all clients and leads, such as "High Risk Client" or "Algo Trader."
- Private Tags: These are more specific tags that are relevant to a particular client or lead, such as "Bank Account Closed Recently" or "Partner of ABC Company."
Tagging leads provides brokers with a comprehensive understanding of their profiles at a glance.
Each lead can have up to 30 tags, but only the top 5 tags will be displayed on the leads page.

Public Tags

To add a new public tag, select the Settings Button and click the "+" icon.
Enter the name of the tag, ensuring it is no more than 50 characters and does not repeat an existing tag. Press "Enter" on your keyboard.
The tag is now created, and brokers can add it to their leads by clicking "New Tag." If the lead already has 30 tags, the broker will not see the "New Tag" button.
The new public tag is now available for use on all leads.

Private Tags

Click on the "New Tag" button. If the lead already has 30 tags, the "New Tag" button will not be visible.
Enter the name of the tag and click "Create." The tag cannot exceed 50 characters and must be unique to the lead.
The tag will be automatically added to the client/lead once it is created.

To remove a tag from your lead profile, simply click onto the “x” button:

Public and private tags are separated by a line.
By default, public tags are displayed on top, while private tags are shown below.

Public Tags

You can sort the tags by holding and dragging them to the respective position.

Private Tags

You can sort the tags by holding and dragging them to the respective position.

Public Tags

Select the "Settings" icon.
Select the “>” icon for the tag you wish to change color for.
Select your preferred color choice.

Private Tags

Click on "New Tag."
Click on the "..." icon next to the tag you want to change the color for.
Choose your preferred color from the available options.

Public Tags

Select the “Settings” icon.
Select the “>” icon for the tag you wish to delete.
Click “Delete”.
A pop-up notification will appear to inform you that deleting the tag will remove it from all lead's profiles.
Click on "Confirm" to proceed with the deletion of the tag.

Private Tags

Select "New Tag".
Select the "..." icon on the tag you wish to delete.
Click "Delete".
A pop-up notification will appear to inform you that deleting a tag will remove it from all clients and leads profiles.
Click "Confirm" to proceed with the deletion of the tag.

Deleting Leads

Brokers can delete leads from their CRM to clean up their leads data for more efficient following up and lead conversion.

Bulk Operations

Brokers can perform multiple bulk operations on their leads.

The broker can perform several bulk operations on their leads, including:

Cancel - Cancelling a batch operation
Owner - Changing the lead owner
Lead Status - Updating the lead status
Delete - Deleting leads

Leads Reports

Brokers can perform multiple functions to refine or filter their leads data for better analysis, monitoring and tracking. The functions include:

5. Clients

The Clients tab provides broker with an overview of all their clients and IBs.

Creating New Clients

Brokers can create accounts for traders and IBs.

Creating Account for Traders

Creating Account for IBs

Click "Create Client".

Navigate to "New IB".
Fill in the respective fields (similar to that of Trader Registration):
- ID - This refers to the CRM account ID of the client. If left blank, the CRM ID will be automatically generated by the CRM.
- Referrer Code - This refers to the Referrer Code for this client. If left blank, the Referral Code will be automatically generated by the CRM.
- Name - This refers to the name of the client and is a required field.
- Nationality - This refers to the nationality of the client and is an optional field.
- Code - This refers to the country code of the client's phone number. This is a required field.
- Phone Number - This refers to the phone number of the client. This is a required field and cannot be duplicated with existing clients.
- Email Address - This refers to the email address of the client. This is a required field and cannot be duplicated with existing clients.
- Password - This refers to the password of the CRM account created for this new client. This is a required field.
- Owner - This refers to the client's main point of contact (e.g. sales person in charge) and is an optional field.
- Participants - This refers to other personnel that may be in charge of following up with the client (e.g. account managers or other relevant staff). This is an optional field.
- Referrer - This refers to the referrer code of the referrer of this client. Filling in the referrer code will automatically create this account as a downline of the referrer. This is an optional field.
- Force User to Update Password - Selecting this option will force clients to change their password upon the first login to the CRM Client Portal.
- Send Notification Email to the Client - Selecting this option will automatically send an email to the client with the respective credentials.
- Company Name - This refers to the company name of the IB.
- Total Number of Current Customers - This refers to the number of clients that the IB has.
- Number of New Customers Opened Per Month - This refers to the number of clients that the IB can refer each month.
- Current Total Funds - This refers to the amount of deposits the IB has.
- Year of Employment - This refers to the number of years the IB has in the industry.
Click "Create User".

In the event of an existing user with the same email address or phone number, a prompt will appear to notify the broker.
In the case of an error, the broker should follow up with the client to inform them that an account already exists with the same email address or phone number. Brokers can also direct them to log in to their existing account to avoid creating duplicates.

Editing Clients

Brokers will be able to view and edit the details of their clients by selecting the respective client and clicking the "View" icon.

You will be able to view all details in relation to the respective client:

Viewing and Editing Client Details

The following details will be displayed for each client:

1) Summary of Client

2) Registration Information

3) KYC

Brokers can amend the KYC details by following the steps below:

Click the "Edit" icon.
Amend the KYC status. The available options are:
- Pending
- Approved
- Rejected
Select the applicable KYC form.
Make the necessary changes.
- If you are selecting a different KYC form from what client originally field in, all data will be lost, and you will need to reinput them.
Click the "Save" icon.

Brokers can view the Profile History of the client by following the steps below:

Click "Profile History".
The list of KYC requests submitted by the client and their respective statuses will be shown.

4) Bank Card

The "Bank Card" tab displays all bank cards for the various withdrawal methods and their respective statuses.

By default, the bank card details will be hidden. The view the details of each bank card, click onto the "View" icon.

Brokers can assist clients to add bank cards by following the steps below:

Click "Add Bank Card".
Fill in the respective fields.

Brokers can amend the details of approved bank cards. Bank cards that are pending review cannot be edited. To edit a bank card, follow the steps below:

Click onto the "Edit" icon.
Make the necessary changes.

Brokers can delete bank cards that are approved. Bank cards pending review cannot be deleted. To delete a bank card, follow the steps below:

Click onto the "Delete" icon.

5) Trading Accounts

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

Brokers can view the details of each trading account by clicking onto it. A new tab will be opened showing the trading account details.

Brokers can unbind trading accounts from the client by following the steps below:

Click the "Unbind" icon.
A pop-up notice will appear. Click "Confirm" to proceed to unbind.

Click onto the "Settings" icon.
Select the respective trading account.
Click "Confirm".

6) Wallet

The "Wallet" tab displays the current status of the client's CRM wallet. Information displayed includes the following:

Total Balance
Pending Withdrawal

Brokers can deposit or withdraw funds from the client's CRM wallet by following the steps below:

Click "Change Balance".
Fill in the respective details:
- Select Deposit or Withdraw.
- Select Currency.
- Enter Amount.
- Fill in Comment (if any).
- Select "Send notification email to the client" if you want the client to be notified via email with regards to the amount deposited / withdrawn.
Click "Confirm" and the CRM wallet balance will be updated immediately.

7) Referral

The "Referral" tab displays an overview of the client's referral and downlines. Information displayed includes the following:

Referral Code - this refers to the clients referral code.
User Tree - clicking "Referral Tree" will display the referral tree.
Referrer - this refers to the name of the referrer.
Upline - this refers to the number of uplines.
Direct Downline - this refers to the number of direct downlines. Direct downlines mean the downlines that were directly referred by this client.
Indirect Downline - this refers to the number of indirect downlines. Indirect downlines mean the downlines that were referred by the client's downlines.

Brokers can only edit the Referral Code. The rest of the information cannot be changed.

Click the "Edit" icon.
Key in the Referral Code.
Click "Save".

Brokers can assist clients to add or change their referrer.

For clients with no existing referrer, the broker can add referrer by following the steps below:

Click "Add Referrer".
Select the Referrer.
Select "Bring Downlines" if you want the entire referral tree to be under the referrer.
Click "Update" and the client will now be a downline of the selected referrer.

For clients with an existing referrer, the broker can change the referrer by following the steps below:

Click "Change Referrer".
Select the Referrer.
Select "Bring Downlines" if you want the entire referrer tree to be under the new referrer.
Click "Update" and the client's referrer will be updated to the selected referrer.

Brokers can view the referral tree by clicking "Referral Tree".

Brokers will be able to view their:

Uplines
- Name of Upline
- CRM ID of Upline
- User Tier of Upline
- Client Group
Downlines
- Name of Upline
- CRM ID of Upline
- User Tier of Upline
- Client Group
- Brokers can expand the tree to view all their downlines by clicking onto the "Expand" icon.

8. Commissions

The "Commissions" tab displays the referral commission scheme that is applied to the client. The information displayed includes the following:

User Tier
Fixed Commission Rule
Flexible Commission Rule

Brokers can edit the user tier by following the steps below:

Click onto the "Edit" icon.
Select the Rank Structure and Tier.
- The Rank Structure can be changed only if the client is the highest upline.
- Otherwise, the broker will only be able to change the tier.
- This is because the downlines will follow the Rank Structure of their highest upline.
Click "Confirm".

Brokers can click onto the commission structure to view more details regarding the commission scheme.

Click the Commission Scheme.

Brokers can also change the commission scheme by following the steps below:

Click "Change Commission Scheme" or "Add Commission Scheme".
- "Change Commission Scheme" - this will be displayed if there is an existing commission scheme applied to the client.
- "Add Commission Scheme" - this will be displayed if there is no existing commission scheme applied to the client.
For "Change Commission Scheme", select the commission scheme and click "Save".
For "Add Commission Scheme":
- Select the commission scheme.
- Select "Add rule for downline IBs" if you want to add this commission scheme for the client's downlines as well.
- Select "Replace rule for downline IBs" if you want to replace existing commission schemes of your downlines with this selected commission scheme.
- Click "Save".

Admin Activities

This displays all admin activities done in relation to a particular client.

Admin Activities include the following:

Client Activities

In this tab, the following client activities are displayed:

System Tags

The CRM automatically generates system tags and assigns them to clients.

There are 3 system tags available:

Deposited - This tag will show as long as your client has a deposit record to their trading account or CRM wallet.
Account Opened - This tag will show as long as your client has a trading account bound to their CRM account.
Traded - This tag will show as long as your client has trading records or any open positions.
Trading Competition - This tag will show as long as your client is participating in trading competitions.
Prop Trading - This tag will show as long as your client is participating in prop challenges.

Document Verification & Authentication

Document Verification

Authentication

You can also view the Authentication status of clients.

On the Client Details Page, navigate to "Authentication".
You will be able to see the following details:
- Status
- Validation Results - you can click onto it to view the details on SumSub.
- Last Verified Time

Deleting & Suspending Clients

Brokers can delete or suspend client accounts.

Deleting an account entail removing all client data and information from the CRM. Once you delete an account, you will not be able to restore the client data.
Suspending an account prevents clients from logging into the CRM while still retaining their information within the system.

Bulk Operations

Brokers have the ability to perform bulk operations on clients to increase efficiency. This means that they can perform the same action on multiple clients simultaneously.

To perform a bulk operation, select the clients. Brokers will see the list of bulk operations.
Follow the respective steps for each bulk operation:

Client Report

Brokers can perform multiple functions to refine or filter their client's data for better analysis, monitoring and tracking. The functions include:

6. Trading Accounts

The Trading Accounts tab provides broker with an overview of all their client's trading accounts.

Simple Method - HTML Code

To generate an email using the Simple Method - HTML Code, follow the steps below:

Simple Method - HTML Code

To generate a pop-up notification using the Simple Method - HTML Code, follow the steps below:

Advanced Method - AI Editor

Leverage the AI Editor, brokers can seamlessly install it from the CRM marketplace. This powerful application is specifically tailored to assist brokers in crafting visually captivating pop-upnotification templates. With the aid of the AI-powered editor, brokers can effortlessly launch campaigns and promotional materials and enriching their pop-up notifications. The AI Editor unlocks limitless creative possibilities, empowering brokers to deliver impactful communications with utmost convenience.

A) Marketplace Installation

Install the AI Editor on your CRM by following the steps below:

B) Use of AI Editor

Select the recipient(s) of the pop-up notification. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the pop-up notification title.

Navigate to "Advanced" to start using the AI editor.

Various tools are available:

Content
Blocks
Body

Simply drag them into the content and amend accordingly.

Please see the detailed breakdown of the AI Editor below:

Content

Columns
- Columns assist you in dividing your content into multiple sections, which can help make it easier to read and more visually appealing.
- You can select the number of columns you require and adjust your content accordingly.
Heading
- Headings are a way to capture the attention of your clients and provide a clear structure for your content.
- You can add headings by dragging "Heading" into your content and adding the respective content.
- Use the AI to generate multiple titles of different format by clicking "Get Suggestions".
- You can change the tone and select your preferred heading.
Text
- Add in texts to your content by dragging it to the respective position.
Image
- Add in images to make your content more visually appealing and engaging.
- Use the AI to generate images for you by clicking "Generate Image", or simply upload your own image by clicking "Upload Image".
Buttons
- Buttons are a great way to make it easy for your clients to access links or call-to-actions directly from your content.
- Add in buttons by dragging it into your content.
- Use the AI to generate button texts.
Dividers
- Dividers are a useful tool to help separate different sections of your content and make it easier for your clients to navigate.
- Add in dividers by dragging them into your content.
HTML
- You can also add HTML into your content to have greater control over the formatting and styling of the content.
- Add in HTML by dragging them into your content and editing the HTML code.
Menu
- Menus are a powerful tool for adding interactivity to your content and providing your clients with a range of options to take action.
- Actions include: visiting a URL, emailing or calling you.
- Add menus by dragging it into your content.
- Fill in the text and select the respective action accordingly.

Blocks

Blocks are a versatile tool for organizing your content into distinct sections or subsections.
Select your preferred blocks and drag it to your content.

Body

You can format the body of your content.
The available functions are:
- Text Color
- Background Color
- Content Width
- Content Alignment
- And Many More

C) Mobile Optimised

You can also adjust the formatting and style of your content to be optimized for mobile.

Simply click onto the "Mobile" icon and you will preview your content from a mobile device perspective. Make the necessary adjustments to the layout and style of the content.

Admin Activities

This displays all admin activities done in relation to a particular lead.

Admin Activities include the following:

The Activities tab shows all notes, emails, calls, and tasks.
To-do tasks appear at the top, and completed activities appear below in reverse chronological order (i.e. newest activities at the top).
All activities are collapsed by default. You can expand each activity to view details or click "Expand All."
Use the search bar to find a specific activity.
Filter activities by category with the drop-down menu.

Viewing Notes

Brokers can take down notes for leads to facilitate follow-up.
This tab displays a record of all notes.
Each note has a 5,000 character limit.
Notes are sorted in reverse chronological order (i.e. latest notes at the top), categorized by month, and display the following information:
- Creater of note
- Date and time created
- Note content
- Attached files (if any)
Use the search function to find specific notes.

Creating Notes

To create a new note, click the "Create Note" button or the "Create Note" icon.
Tag the note by clicking on the icons for email or call to indicate the communication channel used.
This tagging system allows you to easily identify which communication channel your client used to contact you and helps with efficient follow-up.
Type out the note in the text box provided and attach any relevant files by clicking on the "Attach" icon.
Click "Confirm" to save the note.

Editing Notes

Only the creator of the note will be able to edit.
To edit, locate the note you want to edit and click on the "Edit" icon.
Amend the note accordingly and click “Save” to confirm your changes.

Deleting Notes

By default, only the creator of the note can delete it. However, you can enable the permissions for other users to delete notes.
To delete the note, locate the note that you want to delete and click on the “Delete” icon.
A pop-up window will appear, asking you to confirm that you want to delete the note. Click "Confirm" to proceed with the deletion.
Once you click "Confirm", the note will be permanently deleted and cannot be recovered.

Viewing Emails

A record of all emails sent to the client will be displayed here.
Emails are sorted in reverse chronological order (i.e. latest emails at the top), categorized by month, and display the following information:
- Email Subject
- Email Sender
- Email Status
The email content will not be shown in this tab. To view the content of an email, go to the "Notify" tab. (For more details, please refer to this section: 11. Notify).
Use the search bar to find a specific email.

Sending Emails

To send out emails, you will need to enable the "Emails" permission. Otherwise, you will only be able to view email records here.
Send emails to the client by:
- Clicking "Send Email" under the Email tab; or
- Clicking the "Send Email" icon.
Fill in the following information:
- Sender Email
- Recipient - the lead's email address will be filled in by default
- Email Subject
- Email Content
Click "Send" (Please refer to this section for more details on drafting of emails: Send Email Notifications).
Email record will be displayed.

Viewing Call Records

All outgoing and incoming calls are recorded and displayed in this tab.
Calls are sorted in reverse chronological order (i.e. latest calls at the top), categorized by month, and display the following information:
- AirCall number
- Lead's number
- Call duration
- Date and time of the call
Call records are collapsed by default but can be expanded individually by clicking the "Expand" icon or all at once by clicking "Expand All".

Calling Leads

Viewing Tasks

This tab displays a record of all tasks, which are categorized by "To-Do" and "Completed".
To-do tasks are shown at the top, and completed tasks are displayed below in reverse chronological order by month (i.e. the latest tasks are shown on the top).
Each task record shows the task title and the user assigned to it.
Tasks are collapsed by default, but you can expand them individually by clicking the "Expand" icon or expand all tasks with the "Expand All" function.
You can search for a specific task using the search function.

Creating Tasks

To create tasks, you will need to enable the "Add Tasks" permission. Otherwise, you will only be able to view task records here.
Create tasks by:
- Clicking "Add Task" under the Task tab; or
- Clicking the "Add Task" icon.
Fill in the respective fields and click "Save". (Please refer to this section for more details: 8. Tasks)
The task record will be displayed.

Editing Tasks

Only the following parties will be able to edit the task:
- Creator of task
- Handler of task
- Owner of the CRM
To edit, locate the task you want to edit and click on the "Edit" icon.
Amend the task accordingly and click “Save” to confirm your changes.

Deleting Tasks

Only the following parties will be able to delete the task:
- Creator of task
- Handler of task
- Owner of the CRM
To delete the task, locate the task that you want to delete and click on the “Delete” icon.
A pop-up window will appear, asking you to confirm that you want to delete the task. Click "Confirm" to proceed with the deletion.
Once you click "Confirm", the task will be permanently deleted and cannot be recovered.

The Info Updates tab shows all activities done for this particular lead. This allows broker to easily monitor and track activities carried out for the potential lead. It also allows them to identify the person responsible for each action taken.

Viewing and Editing Client Details

The following details will be displayed for each client:

1) Summary of Client

2) Registration Information

3) KYC

Brokers can amend the KYC details by following the steps below:

Click the "Edit" icon.
Amend the KYC status. The available options are:
- Pending
- Approved
- Rejected
Select the applicable KYC form.
Make the necessary changes.
- If you are selecting a different KYC form from what client originally field in, all data will be lost, and you will need to reinput them.
Click the "Save" icon.

Brokers can view the Profile History of the client by following the steps below:

Click "Profile History".
The list of KYC requests submitted by the client and their respective statuses will be shown.

4) Bank Card

The "Bank Card" tab displays all bank cards for the various withdrawal methods and their respective statuses.

By default, the bank card details will be hidden. The view the details of each bank card, click onto the "View" icon.

Brokers can assist clients to add bank cards by following the steps below:

Click "Add Bank Card".
Fill in the respective fields.

Brokers can amend the details of approved bank cards. Bank cards that are pending review cannot be edited. To edit a bank card, follow the steps below:

Click onto the "Edit" icon.
Make the necessary changes.

Brokers can delete bank cards that are approved. Bank cards pending review cannot be deleted. To delete a bank card, follow the steps below:

Click onto the "Delete" icon.

5) Trading Accounts

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

Brokers can view the details of each trading account by clicking onto it. A new tab will be opened showing the trading account details.

Brokers can unbind trading accounts from the client by following the steps below:

Click the "Unbind" icon.
A pop-up notice will appear. Click "Confirm" to proceed to unbind.

Click onto the "Settings" icon.
Select the respective trading account.
Click "Confirm".

6) Wallet

The "Wallet" tab displays the current status of the client's CRM wallet. Information displayed includes the following:

Total Balance
Pending Withdrawal

Brokers can deposit or withdraw funds from the client's CRM wallet by following the steps below:

Click "Change Balance".
Fill in the respective details:
- Select Deposit or Withdraw.
- Select Currency.
- Enter Amount.
- Fill in Comment (if any).
- Select "Send notification email to the client" if you want the client to be notified via email with regards to the amount deposited / withdrawn.
Click "Confirm" and the CRM wallet balance will be updated immediately.

7) Referral

The "Referral" tab displays an overview of the client's referral and downlines. Information displayed includes the following:

Referral Code - this refers to the clients referral code.
User Tree - clicking "Referral Tree" will display the referral tree.
Referrer - this refers to the name of the referrer.
Upline - this refers to the number of uplines.
Direct Downline - this refers to the number of direct downlines. Direct downlines mean the downlines that were directly referred by this client.
Indirect Downline - this refers to the number of indirect downlines. Indirect downlines mean the downlines that were referred by the client's downlines.

Brokers can only edit the Referral Code. The rest of the information cannot be changed.

Click the "Edit" icon.
Key in the Referral Code.
Click "Save".

Brokers can assist clients to add or change their referrer.

For clients with no existing referrer, the broker can add referrer by following the steps below:

Click "Add Referrer".
Select the Referrer.
Select "Bring Downlines" if you want the entire referral tree to be under the referrer.
Click "Update" and the client will now be a downline of the selected referrer.

For clients with an existing referrer, the broker can change the referrer by following the steps below:

Click "Change Referrer".
Select the Referrer.
Select "Bring Downlines" if you want the entire referrer tree to be under the new referrer.
Click "Update" and the client's referrer will be updated to the selected referrer.

Brokers can view the referral tree by clicking "Referral Tree".

Brokers will be able to view their:

Uplines
- Name of Upline
- CRM ID of Upline
- User Tier of Upline
- Client Group
Downlines
- Name of Upline
- CRM ID of Upline
- User Tier of Upline
- Client Group
- Brokers can expand the tree to view all their downlines by clicking onto the "Expand" icon.

8. Commissions

The "Commissions" tab displays the referral commission scheme that is applied to the client. The information displayed includes the following:

User Tier
Fixed Commission Rule
Flexible Commission Rule

Brokers can edit the user tier by following the steps below:

Click onto the "Edit" icon.
Select the Rank Structure and Tier.
- The Rank Structure can be changed only if the client is the highest upline.
- Otherwise, the broker will only be able to change the tier.
- This is because the downlines will follow the Rank Structure of their highest upline.
Click "Confirm".

Brokers can click onto the commission structure to view more details regarding the commission scheme.

Click the Commission Scheme.

Brokers can also change the commission scheme by following the steps below:

Click "Change Commission Scheme" or "Add Commission Scheme".
- "Change Commission Scheme" - this will be displayed if there is an existing commission scheme applied to the client.
- "Add Commission Scheme" - this will be displayed if there is no existing commission scheme applied to the client.
For "Change Commission Scheme", select the commission scheme and click "Save".
For "Add Commission Scheme":
- Select the commission scheme.
- Select "Add rule for downline IBs" if you want to add this commission scheme for the client's downlines as well.
- Select "Replace rule for downline IBs" if you want to replace existing commission schemes of your downlines with this selected commission scheme.
- Click "Save".

Advanced Method - AI Editor

Leverage the AI Editor, brokers can seamlessly install it from the CRM marketplace. This powerful application is specifically tailored to assist brokers in crafting visually captivating email templates. With the aid of the AI-powered editor, brokers can effortlessly launch campaigns and promotional materials and enriching their emails. The AI Editor unlocks limitless creative possibilities, empowering brokers to deliver impactful communications with utmost convenience.

A) Marketplace Installation

Install the AI Editor on your CRM by following the steps below:

B) Use of AI Editor

Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.
Fill in the email subject.

Navigate to "Advanced" to start using the AI editor.

Various tools are available:

Content
Blocks
Body

Simply drag them into the content and amend accordingly.

Please see the detailed breakdown of the AI Editor below:

Content

Columns
- Columns assist you in dividing your content into multiple sections, which can help make it easier to read and more visually appealing.
- You can select the number of columns you require and adjust your content accordingly.
Heading
- Headings are a way to capture the attention of your clients and provide a clear structure for your content.
- You can add headings by dragging "Heading" into your content and adding the respective content.
- Use the AI to generate multiple titles of different format by clicking "Get Suggestions".
- You can change the tone and select your preferred heading.
Text
- Add in texts to your content by dragging it to the respective position.
Image
- Add in images to make your content more visually appealing and engaging.
- Use the AI to generate images for you by clicking "Generate Image", or simply upload your own image by clicking "Upload Image".
Buttons
- Buttons are a great way to make it easy for your clients to access links or call-to-actions directly from your content.
- Add in buttons by dragging it into your content.
- Use the AI to generate button texts.
Dividers
- Dividers are a useful tool to help separate different sections of your content and make it easier for your clients to navigate.
- Add in dividers by dragging them into your content.
HTML
- You can also add HTML into your content to have greater control over the formatting and styling of the content.
- Add in HTML by dragging them into your content and editing the HTML code.
Menu
- Menus are a powerful tool for adding interactivity to your content and providing your clients with a range of options to take action.
- Actions include: visiting a URL, emailing or calling you.
- Add menus by dragging it into your content.
- Fill in the text and select the respective action accordingly.

Blocks

Blocks are a versatile tool for organizing your content into distinct sections or subsections.
Select your preferred blocks and drag it to your content.

Body

You can format the body of your content.
The available functions are:
- Text Color
- Background Color
- Content Width
- Content Alignment
- And Many More

C) Mobile Optimised

You can also adjust the formatting and style of your content to be optimized for mobile.

Simply click onto the "Mobile" icon and you will preview your content from a mobile device perspective. Make the necessary adjustments to the layout and style of the content.

Prop Trading Dashboard

1. Permission Settings

To view the Prop Challenge Dashboard, you will need to enable the respective permissions:

2. Prop Challenge Dashboard Insights

Once the respective permissions are enabled, you can access the "Dashboard" in the side menu. Click on it to view the Prop Challenge Dashboard.

The Prop Challenge Dashboard includes the following:

Financial Overview
Participants Statistics
Challenge Performance Statistics

On the Prop Challenge Dashboard, you can tailor the insights to your needs by filtering the chart based on challenge status and time frame.

3. Financial Overview

The financial overview chart provides a detailed snapshot of your prop business's financial performance, including key metrics such as profit, loss, profit-sharing payouts, participation fees, and the total funded amount.
1. Broker's Profit = Total trading profit – total profit sharing paid to traders
2. Broker's Loss = Equity at the time of challenge failure - Initial Amount
3. Profit Sharing Payout = Total amount of profit sharing paid out to traders
4. Participation Fee = Total participation fee collected from trader
5. Total Funded Amount = Total funded amount of trading accounts
The financial overview chart exclusively displays data from prop challenge stages where profit-sharing is enabled. If profit-sharing is not enabled, the corresponding data will neither be calculated nor shown.
Hover your cursor over the chart to view detailed insights for each prop challenge.
Tooltips have been added to the chart legend to provide further clarity on the figures. Simply hover over the "?" icon for explanations.

Use Cases for Financial Overview Chart

Evaluating the Success of Demo Challenges in Filtering Skilled Traders
1. The chart helps you analyze your trader's profit and loss from live challenges to determine the effectiveness of the demo stage in identifying skilled traders.
  1. A higher broker profit in live challenges suggests that the demo stage successfully identified traders capable of generating profits in the live environment.
  2. Conversely, a higher level of broker losses may indicate that the demo stage did not effectively screen for skilled traders. This insight prompts you to adjust demo challenge parameters to ensure only qualified traders advance.
2. By comparing revenue and loss across challenges, you can refine the demo-to-live transition process and improve their selection criteria for better outcomes.
Evaluating Challenge Attractiveness
1. You can analyze total participation fees collected across challenges to assess their appeal to your traders.
2. Challenges with higher participation fee revenue indicate greater trader interest and engagement.
3. Underperforming challenges may signal issues with their structure or parameters, such as difficulty level, participation fees, or trading conditions, making them less attractive to traders.
4. With these insights, you can consider to:
  1. Adjust the parameters of underperforming challenges to enhance their appeal.
  2. Increase marketing efforts to raise awareness of these challenges.
5. This analysis enables you to refine your offerings and optimize strategies for attracting traders while maximizing revenue.
Evaluating Risk Exposure and Return on Investment (ROI)
1. The chart allows you to compare the total funded amount with the revenue generated for each challenge. Revenue is calculated as the sum of broker revenue and participation fees collected.
2. A low ROI, where the total funded amount significantly exceeds the revenue generated, may indicate excessive risk exposure relative to returns.
3. This imbalance suggests that you should reconsider your funding strategies, such as reducing the funded amount or lowering profit-sharing payouts, to optimize the ROI.
4. By aligning risk with profitability, you can enhance financial sustainability and ensure the long-term viability of your challenges.

4. Participants Statistics

The Participants Statistics charts provide a comprehensive view of your prop challenges' participant data, including key metrics such as unique participation, total challenges purchased, and the participation fees collected.
Participant statistics include:
- Unique Participation: The total number of distinct clients participating in challenges. Clients participating in multiple challenges are counted once.
- Purchased Challenges: The total number of challenges purchased, including multiple purchases by the same client.
- Participation Fee: The total participation fee collected.
You can toggle between Daily or Monthly data using the dropdown menu, allowing you to adjust the chart’s time frame to suit your analysis.
- Selecting Daily will display data on a daily basis, giving you a detailed, day-by-day breakdown of participant statistics.
- Choosing Monthly will show statistics summarized by month, providing a broader view of trends over time.
Each chart comes with an expand or collapse feature, allowing you to adjust the display based on your needs.
1. By clicking the expand icon, you can enlarge the chart to focus on detailed data.
2. Conversely, you can click the collapse icon to minimizes the chart, giving you a more streamlined view of the dashboard.
Hover over the chart to view detailed insights for each prop challenge.
Below the charts, you will find the Legend Filter with quick access buttons to help you refine your data:
- Select All: Displays all challenges.
- Unselect All: Hides all challenges.
- Ongoing Only: Shows only ongoing challenges.
- Terminated Only: Shows only terminated challenges.
Additionally, below the quick access buttons, you will see a list of prop challenges.
1. You can select or unselect individual challenges to show or hide their data.
2. Greyed-out challenges are hidden, while colored challenges are currently displayed on the chart.
3. To quickly find a specific challenge, use the search function to type the name of the challenge you wish to display or hide.

Use Cases for Participants Statistics

Unique Participants
1. By analyzing the Unique Participants chart, you can evaluate the appeal and effectiveness of challenges based on the number of new participants they attract daily or each month.
2. This comparison helps identify which challenges are consistently attracting attention and which may be losing popularity.
3. If a challenge shows declining participation, you can adjust its parameters, such as difficulty level or rewards, to boost interest.
4. Challenges with higher engagement can also be prioritized for marketing efforts, ensuring resources are focused on the most successful offerings.
Purchased Challenges
1. The Purchased Challenges chart reveals how often challenges are purchased daily or monthly, providing insight into client behavior and engagement.
2. Comparing this data with the Unique Participants chart allows you to assess which challenges are driving repeat purchases.
3. High purchase frequency by returning clients indicates strong retention and satisfaction.
4. Challenges with no repeat purchases may point to retention issues or lack of appeal. This data can help refine challenge offerings, pricing strategies, or incentive programs to improve client engagement.
Participation Fee
1. The Participation Fee chart tracks the total fees collected across different challenges, offering insights into the financial performance of each challenge.
2. By analyzing this data, you can identify which challenges are generating the most revenue and assess their profitability and market appeal.
3. Comparing fee revenue across challenges helps determine which pricing models or promotional strategies are most effective, guiding decisions on fee adjustments, marketing strategies, or the introduction of new challenge packages to maximize revenue and attract more participants.

5. Challenge Performance Statistics

This chart displays the success and failure rates of your prop challenges across their various stages.
You can select which prop challenge you would like to view performance statistics for by choosing it from the dropdown menu.
The statistics are divided into two charts:
- Successful Participants: Participants who successfully passed the challenge.
- Unsuccessful Participants: Participants who failed to pass the challenge.

Use Cases for Challenge Performance Statistics

The Challenge Performance Statistics helps you analyze the success rates of each challenge, evaluating how well it filters skilled traders.

A high success rate with a low failure rate might suggest the challenge is too easy, requiring adjustments to ensure only highly skilled traders advance.
A high failure rate may indicate the challenge is appropriately difficult, but you might consider introducing repeat incentives to boost engagement while maintaining a challenging environment.

Setting Up Prop Challenges

A) Creating A New Challenge

To create a new prop challenge, follow these steps:

B) Challenge Types

Challenge types are displayed as keywords, enabling your clients to easily browse and filter prop challenges.
To add a new challenge type:
- Enter the desired type in the dropdown menu and press Enter.
- Ensure that the challenge type is filled in all relevant languages.
Once created, the new challenge type will appear in the dropdown list and can be assigned to other challenges.
Your clients can select a challenge type, and the relevant list of challenges associated with it will be displayed.

C) Challenge Parameter Definitions

Below are the definitions for various parameters used in setting up prop trading challenges:

D) Participation Fee Commission

You can set up two different commission structures: Level Structure and Rank Structure.

For Level Structure:

Add the number of levels for commission payouts by clicking the "Add" icon.
Enter the commission amount.
If "Include Challenger" is selected, the first level defaults to the challenger.
To set up overriding commission and same rank bonus, you will need to select a "Rank Structure."
Set up overriding commission and same rank bonus under the respective tabs.

For Rank Structure:

The tiers for the selected rank structure will be displayed automatically.
Enter the commission amount for each tier.
Configure overriding and same rank commission accordingly.

E) Challenge Allocation Across Client Groups

You have the flexibility to assign different challenges and packages to specific client groups, tailoring offerings to their unique business requirements. Assigned client groups gain visibility of the challenge and packages, while unassigned groups won't have access.

All client groups will be automatically selected by default for existing challenges and packages.
Modifying assigned client groups is possible even after the challenge has commenced.
Existing challengers can still view and participate in the challenge, even if they are not part of the assigned client groups. However, upon completion or full failure of the challenge, participants will no longer have visibility of the challenge.

To assign a challenge/package to client groups:

Locate the challenge/package and click the "Client Groups" icon.
Select the client groups where the challenge and package will be visible.
Click "Save."

If a challenge or package does not have any assigned client group, an "!" icon will remind you to make an assignment.

F) Duplicating Prop Challenges

You can also efficiently create new challenges by duplicating existing ones, saving time on repetitive data entry. To duplicate prop challenges, follow the steps below:

Locate the prop challenge you want to duplicate and click the "Duplicate Challenge" icon.
The challenge will be duplicated, and "-copy" will be appended to the challenge name to indicate it as a duplicate.
The duplicated challenge will be automatically saved as a draft.
You can then proceed to edit and publish the prop challenge as needed.

G) Calculation Logic for Maximum Daily Loss and Maximum Loss

A) Maximum Daily Loss

The CRM compares the latest obtained equity with the equity at the end of the previous day to determine if the trader has reached the maximum daily loss threshold.
Challenge fails when: Latest Equity - Previous Day Equity ≤ - Maximum Daily Loss

For Example:

Initial Equity: $10,000

Maximum Daily Loss = 5% x $10,000 = $500

Previous Day Equity

Latest Equity

Equity Change

Challenge Failed

$10,000

$11,000

$11,000 - $10,000 = $1,000

$1,000 ≥ - $500 Challenge has not failed.

$11,000

$8,500

$8,500 - $11,000 = -$2,500

-$2,500 ≤ -$500 Challenge has failed.

B) Maximum Loss

The CRM compares the latest obtained equity with the initial equity to determine if the trader has reached the maximum loss threshold.
Challenge fails when: Latest Equity - Initial Equity ≤ - Maximum Loss

For Example: Initial Equity: $10,000

Maximum Loss = 10% x $10,000 = $1,000

Initial Equity

Latest Equity

Equity Change

Challenge Status

$10,000

$11,000

$11,000 - $10,000 = $1,000

$1,000 ≥ - $1,000 Challenge has not failed.

$10,000

$8,500