# CRM Client Portal User Guide

## CRM Client Portal User Guide

- [Introduction](https://reference-guide.gitbook.io/crm-client-portal/introduction.md): Our Customer Relationship Management (CRM) System consists of 2 portals: Client Portal (Front-End) and Back Office (Back-End)
- [Client Portal (Front-End)](https://reference-guide.gitbook.io/crm-client-portal/client-portal-front-end.md)
- [1. Account Registration](https://reference-guide.gitbook.io/crm-client-portal/1.-account-registration.md)
- [Trader Registration](https://reference-guide.gitbook.io/crm-client-portal/1.-account-registration/trader-registration.md)
- [IB Registration](https://reference-guide.gitbook.io/crm-client-portal/1.-account-registration/ib-registration.md)
- [Multi-Step Registration](https://reference-guide.gitbook.io/crm-client-portal/1.-account-registration/multi-step-registration.md)
- [Twilio Verify](https://reference-guide.gitbook.io/crm-client-portal/1.-account-registration/twilio-verify.md)
- [2. Login to Client Portal](https://reference-guide.gitbook.io/crm-client-portal/2.-login-to-client-portal.md)
- [3. Dashboard](https://reference-guide.gitbook.io/crm-client-portal/3.-dashboard.md)
- [Dashboard Component](https://reference-guide.gitbook.io/crm-client-portal/3.-dashboard/dashboard-component.md)
- [Become an IB](https://reference-guide.gitbook.io/crm-client-portal/3.-dashboard/become-an-ib.md)
- [4. Accounts](https://reference-guide.gitbook.io/crm-client-portal/4.-accounts.md)
- [Create New Account or Bind Existing Account](https://reference-guide.gitbook.io/crm-client-portal/4.-accounts/create-new-account-or-bind-existing-account.md)
- [Trading Account Operations](https://reference-guide.gitbook.io/crm-client-portal/4.-accounts/trading-account-operations.md)
- [Trading Account Request History](https://reference-guide.gitbook.io/crm-client-portal/4.-accounts/trading-account-request-history.md)
- [5. Funds](https://reference-guide.gitbook.io/crm-client-portal/5.-funds.md)
- [Deposit](https://reference-guide.gitbook.io/crm-client-portal/5.-funds/deposit.md)
- [Transfers](https://reference-guide.gitbook.io/crm-client-portal/5.-funds/transfers.md)
- [Withdrawals](https://reference-guide.gitbook.io/crm-client-portal/5.-funds/withdrawals.md)
- [Transactions](https://reference-guide.gitbook.io/crm-client-portal/5.-funds/transactions.md)
- [Request History](https://reference-guide.gitbook.io/crm-client-portal/5.-funds/request-history.md)
- [6. Referrals](https://reference-guide.gitbook.io/crm-client-portal/6.-referrals.md)
- [My Clients](https://reference-guide.gitbook.io/crm-client-portal/6.-referrals/my-clients.md)
- [Clients' Report](https://reference-guide.gitbook.io/crm-client-portal/6.-referrals/clients-report.md)
- [Commission](https://reference-guide.gitbook.io/crm-client-portal/6.-referrals/commission.md)
- [Clients' Request](https://reference-guide.gitbook.io/crm-client-portal/6.-referrals/clients-request.md)
- [Prop Trading Statistics](https://reference-guide.gitbook.io/crm-client-portal/6.-referrals/prop-trading-statistics.md)
- [7. Reports](https://reference-guide.gitbook.io/crm-client-portal/7.-reports.md)
- [Types of Reports](https://reference-guide.gitbook.io/crm-client-portal/7.-reports/types-of-reports.md)
- [General Report Functions](https://reference-guide.gitbook.io/crm-client-portal/7.-reports/general-report-functions.md)
- [8. My Profile](https://reference-guide.gitbook.io/crm-client-portal/8.-my-profile.md)
- [User Information](https://reference-guide.gitbook.io/crm-client-portal/8.-my-profile/user-information.md)
- [ShuftiPro](https://reference-guide.gitbook.io/crm-client-portal/8.-my-profile/user-information/shuftipro.md)
- [Registration Information](https://reference-guide.gitbook.io/crm-client-portal/8.-my-profile/registration-information.md)
- [Settings](https://reference-guide.gitbook.io/crm-client-portal/8.-my-profile/settings.md)
- [Bank Card](https://reference-guide.gitbook.io/crm-client-portal/8.-my-profile/bank-card.md)
- [9. Prop Trading](https://reference-guide.gitbook.io/crm-client-portal/9.-prop-trading.md)
- [View Prop Challenges](https://reference-guide.gitbook.io/crm-client-portal/9.-prop-trading/view-prop-challenges.md)
- [Participating in Prop Challenge](https://reference-guide.gitbook.io/crm-client-portal/9.-prop-trading/participating-in-prop-challenge.md)
- [Prop Challenge Statistics](https://reference-guide.gitbook.io/crm-client-portal/9.-prop-trading/prop-challenge-statistics.md)
- [10. Trading Competitions](https://reference-guide.gitbook.io/crm-client-portal/10.-trading-competitions.md)
- [View Trading Competitions](https://reference-guide.gitbook.io/crm-client-portal/10.-trading-competitions/view-trading-competitions.md)
- [Participate in Trading Competitions](https://reference-guide.gitbook.io/crm-client-portal/10.-trading-competitions/participate-in-trading-competitions.md)
- [Trading Competition Leaderboard](https://reference-guide.gitbook.io/crm-client-portal/10.-trading-competitions/trading-competition-leaderboard.md)
- [Trading Competition Transactions](https://reference-guide.gitbook.io/crm-client-portal/10.-trading-competitions/trading-competition-transactions.md)
- [11. Notices](https://reference-guide.gitbook.io/crm-client-portal/11.-notices.md)
- [Viewing Notices](https://reference-guide.gitbook.io/crm-client-portal/11.-notices/viewing-notices.md)
- [12. Other Functionalities](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities.md)
- [Light and Dark Modes](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/light-and-dark-modes.md)
- [Expand and Collapse Sidebar](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/expand-and-collapse-sidebar.md)
- [User ID and Referral Code](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/user-id-and-referral-code.md)
- [Notifications](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/notifications.md)
- [Coupons](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/notifications/coupons.md)
- [Promo Codes](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/notifications/promo-codes.md)
- [Download Centre](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/download-centre.md)
- [Ticketing](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/ticketing.md)
- [Languages](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/languages.md)
- [Logging Out](https://reference-guide.gitbook.io/crm-client-portal/12.-other-functionalities/logging-out.md)