CRM Client Portal User Guide
CRM Back Office User Guide (Abridged)
  • Introduction
  • Client Portal (Front-End)
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Component
    • Become an IB
  • 4. Accounts
    • Create New Account or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfers
    • Withdrawals
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenge
    • Prop Challenge Statistics
  • 10. Trading Competitions
    • View Trading Competitions
    • Participate in Trading Competitions
    • Trading Competition Leaderboard
    • Trading Competition Transactions
  • 11. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Centre
    • Ticketing
    • Languages
    • Logging Out
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  1. 6. Referrals

Clients' Request

PreviousCommissionNextProp Trading Statistics

Last updated 7 months ago

In the "Clients’ Requests" tab, you can review the requests submitted by your downlines and their respective statuses. Various types of requests can be viewed:

  1. Trading Account: Includes all trading account creation requests submitted by the downlines.

  2. Update Leverage: Includes all leverage change requests submitted by the downlines.

  3. Reset Password: Includes all reset password requests submitted by the downlines.

  4. Deposit: Includes all deposit requests submitted by the downlines.

  5. Transfer: Includes all transfer requests submitted by the downlines.

  6. Withdrawal: Includes all withdrawal requests submitted by the downlines.

  7. Prop Trading Participation: Includes all prop challenge participation requests submitted by the downlines.

  8. Prop Trading Live Step: Includes all prop challenge live step requests submitted by the downlines.

You can navigate between the various request types via the dropdown menu here:

You can utilize the following functions on the request reports:

  • Search Bar: Allows you to search for a specific record in the report.

  • Filter: Allows you to refine the report data and extract the specific information you need.