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

# V7.14.0 - Prop Trading 1 Step-Challenge, Tailored Profit Sharing and more!

**Released Date - 6 June 2024**

Exciting times lie ahead as we offer you more options and flexibility for your Prop Trading Challenges, allowing you to stay ahead of your competitors! Now, you can create one-step challenges where clients pay a registration fee and instantly receive a funded live account.

In addition to automated profit sharing, you'll now have the option to manually configure profit sharing settlements, giving you full control over when profits are distributed to your traders.

With our expanded range of system-generated notifications in the CRM, both you and your clients will effortlessly stay informed via email or pop-up alerts on challenge outcomes and profit-sharing settlements. Keep reading to explore all the details and discover other exciting functionalities!

## <mark style="color:red;">Summary</mark>

1. [**One-Step Prop Challenges**](#id-1-one-step-prop-challenges): Provide clients with a fresh prop challenge experience through single-step prop challenges. Upon paying the registration fee, clients can gain immediate access to a funded live account.
2. [**Manual Profit Sharing Settlement**](#id-2-manual-profit-sharing-settlement): Have full control over profit sharing arrangements and settlements with manual configuration, ensuring precision over when traders receive payouts.
3. [**Enhanced System-Generated Notifications**](#id-3-enhanced-system-generated-notifications): Stay informed with supplementary notifications, providing prompt updates to both you and your clients regarding unsuccessful prop challenges or the status of profit sharing settlements.
4. [**Unlimited Trading Period**](#id-4-unlimited-trading-period): Offer traders the freedom to navigate prop challenges without time constraints through an unlimited trading period, providing ample opportunity for them to excel and enhancing the appeal of your prop challenges to attract more participants.

### <mark style="color:red;">1)   One-Step Prop Challenges</mark>

You can now provide clients with a fresh prop challenge experience through single-step prop challenges. Upon paying the registration fee, clients can gain immediate access to a funded live account.

To do so, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1. Navigate to Prop Trading > Challenge Settings.&#x20;
2.  Click "New Challenge".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FOZhhYghidhXAtz5XK5Xw%2Fimage.png?alt=media&#x26;token=4c3fbc7f-e269-410e-8af2-4ae9f12401bc" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Fill in the Basic Information.&#x20;
2.  Click "Next".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FpB8OZEdubRBHZB4LbKEV%2Fimage.png?alt=media&#x26;token=1fa571bb-a1c7-4c57-9b79-116380f2eeb7" alt="" width="563"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 3" %}
1.  By default, there will be 3 steps shown. You can delete steps 2 and steps 3 by clicking the "Delete" icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FAjsEBxOKxBZ2om0ZPhdZ%2Fimage.png?alt=media&#x26;token=d3c13bd3-9c6d-45d0-a4a8-9d41642aa774" alt=""><figcaption></figcaption></figure>
2.  Fill in the challenge parameters and click "Next".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FZnzLqyc40OUXtLpTBkzd%2Fimage.png?alt=media&#x26;token=951dd9c9-d41f-4f49-b5c2-519f1112d3aa" alt="" width="563"><figcaption></figcaption></figure>
3.  Fill in the "Profit Sharing" and "Participation Fee Commission" tabs and click "Publish".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FL8l4RYVv5skbxApNRnhH%2Fimage.png?alt=media&#x26;token=a30eec43-2db8-4727-99b1-4c85ee4690d1" alt="" width="563"><figcaption></figcaption></figure>
4.  Review the details and click "Publish Now".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fy5bQooKzb2hSo6hPH6t7%2Fimage.png?alt=media&#x26;token=5e94574c-5ba8-475e-b886-1f95365e9857" alt="" width="563"><figcaption></figcaption></figure>
5.  Click "Confirm" to proceed to publish the challenge.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FmhvDAfOq34xLVD5Id5YI%2Fimage.png?alt=media&#x26;token=00663b2e-ee25-465d-961d-747a5d9f384b" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">2)   Manual Profit Sharing Settlement</mark>&#x20;

You now have full control over profit sharing arrangements and settlements with manual configuration, ensuring precision over when traders receive payouts.

* Selecting manual profit sharing settlement means that profit sharing settlement will only be triggered manually by you.&#x20;
* Exceptions are when a trader successfully completes or fails a challenge; in these cases, the system will automatically initiate a profit sharing settlement.

To setup manual profit sharing settlement, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1. Navigate to Prop Trading > Challenge Settings.&#x20;
2.  Click "New Challenge" or the "Edit" icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FN7wGOJWwDthhhp76H2w1%2Fimage.png?alt=media&#x26;token=f1840bc2-ecbe-4cca-8e35-c73a98c9ea34" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Navigate to the "Profit Sharing" tab.&#x20;
2.  Select "Manual" for profit sharing settlement.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FHxSLs1Pia5wSpWdEb8EJ%2Fimage.png?alt=media&#x26;token=c77f8b5d-81bf-4412-97b2-b4eddfa03e4a" alt="" width="563"><figcaption></figcaption></figure>
3. Save and publish your challenge accordingly.&#x20;
{% endtab %}

{% tab title="Step 3" %}
For manual profit sharing settlement, your clients will only see the profit sharing percentage; they won't have information about the profit sharing settlement period.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fp5ydwJXCl1peX0YYIPzQ%2Fimage.png?alt=media&#x26;token=00b850c0-b936-4f7a-b3eb-da03ce2e27fd" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

To manually trigger profit sharing settlement, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1. Navigate to Prop Trading > Participants.&#x20;
2.  Locate the client you wish to trigger profit sharing settlement for and click the "Profit Sharing" icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FC517cEU5y05hKQhAQwaF%2Fimage.png?alt=media&#x26;token=907306dc-930f-4aad-9560-7029c0938c40" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  A popup notice will appear. Click "Confirm" to proceed.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FOmcDYtzDJJCeghjBDpb9%2Fimage.png?alt=media&#x26;token=1efb6841-0623-4eb2-a9b3-80720f29a055" alt=""><figcaption></figcaption></figure>
2.  If the profit sharing payout method is set to automatic, the profit sharing amount will be distributed automatically to the trader's CRM wallet. You can track the status of profit sharing payouts in the Profit Sharing Report.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FalW42ytQLus4Hf9ycuoa%2Fimage.png?alt=media&#x26;token=451324b3-112e-4381-ba2a-1a0bc16d6de8" alt=""><figcaption></figcaption></figure>
3.  If the profit sharing payout method is set to manual, you will be required to manually distribute the profit sharing amount.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FVwJHkxGz62FictBXGgTJ%2Fimage.png?alt=media&#x26;token=51503ce5-74c8-4e45-ac69-98199765febe" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">3)   Enhanced System-Generated Notifications</mark>&#x20;

You can now stay informed with supplementary notifications, providing prompt updates to both you and your clients regarding unsuccessful prop challenges or the status of profit sharing settlements.

The following email and pop-up notifications are added:&#x20;

1. **Challenge Failure** - this will be sent to you and your client automatically when your client has failed a prop challenge.&#x20;
2. **Profit Sharing Successful** - this will be sent to you and your client automatically when profit sharing has been successfully paid out to your client's CRM wallet.&#x20;

You can view and amend the notification template via Notification Settings > Notification Templates.&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FfNCMo9LZd8nDzikM6CHh%2Fimage.png?alt=media&#x26;token=5b7c9b58-4cd7-4af5-83a6-2c65838048d8" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">4)   Unlimited Trading Period</mark>&#x20;

You can now offer traders the freedom to navigate prop challenges without time constraints through an unlimited trading period, providing ample opportunity for them to excel and enhancing the appeal of your prop challenges to attract more participants.

To do so, simply select "Unlimited" as the Trading Period when configuring your prop challenges.&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FCcWDjLjLRIMpT1C4GNiV%2Fimage.png?alt=media&#x26;token=97c5ff19-b4b9-41d1-a566-a2c7b1c005d0" alt=""><figcaption></figcaption></figure>
