V5.2.25 - Improvements to Withdrawal Process, Permissions for Leads Module & Referral Tree Display

Learn about all the details of all our recent CRM updates here.

Released Date - 29 July 2022

In this release, enhancements have been made to the withdrawal process, granting more streamlined functionality. Additionally, permissions for the Leads Module have been refined, offering greater control and flexibility. Furthermore, the display of the referral tree has been optimized for improved visibility and usability.

1) Withdrawal Request Approval

With the latest enhancement, you can set the first level of approval to be automatic. This means that when clients submit withdrawal requests, they will be automatically approved at the initial stage, effectively withdrawing the requested amount from their respective wallets or trading accounts without requiring manual intervention.

Subsequent levels of approvers will still have their designated roles in the approval process. They can review the withdrawal request and take any necessary actions such as approving or rejecting it based on their discretion or predefined criteria.

This feature streamlines the withdrawal process by expediting the approval of requests at the first level while maintaining the oversight and control of subsequent approval stages by designated personnel.

To amend the approval method, follow these steps:

1. Navigate to Approval Settings > Process Settings.

2. Locate "Withdrawal" and click the "Edit" icon.

   
3. Click the "Settings" icon.

   
4. Select "Automatic" and click "Confirm".

   
5. Click "Publish" to save your changes.

   

2) Added Permissions for Leads Module

We have added new permissions for the Leads Module, providing you enhanced control over access permissions. This feature allows you to tailor access permissions more precisely for team members, offering greater flexibility and security. The newly added permissions include:

1. Update Owner: This permission allows users to change the owner of a lead, assigning it to a different team member if necessary.

2. Update Participants: With this permission, users can modify the list of participants associated with a lead, ensuring that the relevant team members are involved in the lead management process.

3. Update Lead Status: Users granted this permission can update the status of leads, allowing for accurate tracking and management of lead progression.

4. Update Leads: This permission grants users the ability to update lead information, ensuring that data remains current and accurate within the system.

3) Optimized Display of Referral Tree

Now, your clients have the capability to seamlessly view the trading accounts of their downlines throuugh the referral tree interface. This empowers them to gain a comprehensive understanding of the trading accounts associated with each downline.

Additionally, clients can conveniently search for a particular trading account within the referral tree. This streamlined search functionality facilitates easier access to specific downline data that clients wish to examine, further enhancing their user experience and efficiency in managing their network.