V7.31.0 - Empowering Your CRM with Enhanced Flexibility and Control

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

Released Date - 18 December 2024

Your CRM just got a major upgrade! V7.31.0 introduces innovative tools and enhancements designed to simplify workflows, empower your team, and drive smarter operations. From advanced fund transfer management to automated MT5 account creation, this update prioritizes efficiency and control without compromising flexibility. With advanced referral tracking, intuitive admin capabilities, and actionable insights for your IBs, managing your business has never been easier. Explore these upgrades and see how they can transform the way you work!

Key Function Highlights

1. Streamlined Funds Transfer Process

   1. Enhanced Transfer Permissions: Configure fund transfer permissions with precision, allowing clients to transfer funds to specific individuals, direct downlines, or all downlines within a permitted IB network. This ensures tighter control while preserving flexibility.

   2. Admin-Initiated Transfers: Back-office admins can now create fund transfer requests on behalf of clients based on their instructions. For example, transfers from a wallet to a trading account can now be completed in one click, eliminating the need for admins to manual withdrawal and deposit.

2. New MT5 Account Creation API: Automatically generate MT5 accounts from lead data captured through your website or third-party platforms. This seamless process also auto-populates information into your CRM, saving time and reducing manual errors.

3. Bulk Managment of Lead's Managing Team: Easily update the managing team ("participants") assigned to leads in bulk. Quickly add or replace team members for aligned follow-ups and more efficient lead handling.

4. CRM Wallet Referrals Tracking: Use the new "Referral Source" filter in wallet reports to pinpoint which sources are driving client and fund acquisition, enabling better referral performance analysis.

5. Improved SumSub Verification Tracking: A new "pending" status makes it easier to track incomplete SumSub verifications, simplifying follow-ups and improving compliance.

6. Downline Registration Insights: IBs can now view the registration sources of their clients, helping them identify which promotional links, campaigns, or events yield the best results. This data allows IBs to fine-tune their marketing strategies and maximize ROI.

1) Streamlined Funds Transfer Process

A) Enhanced Transfer Permissions

You can configure fund transfer permissions with precision, allowing clients to transfer funds to specific individuals, direct downlines, or all downlines within a permitted IB network. This ensures tighter control while preserving flexibility.

To do so, follow these steps:

1

Navigate to Transfer Settings

1. Go to Settings > Transaction Settings > Transfer Settings.

   

2

Edit Third Party Transfer Settings

1. Click the "Edit" icon.

   
2. Select the allowed recipients for third-party transfers:

   • Any Client: Third-party transfers can be made to any client.

   • Direct Downlines: Third-party transfers can only be made to the client’s direct downlines.

   • Downlines with Data Permission Settings: Third-party transfers can only be made to the client’s direct or indirect downlines, as long as they are within the client’s data permissions.

   
3. Data Permission refers to the permissions configured for the Client Group.

   

3

Save Changes

1. Click on the "Save" icon to save your changes.

   

Application - Third Party Transfers Allowed to Any Client

1. Your client will need to provide the required details.

2. Once completed, click "Submit."

   
3. Read and acknowledge the Third Party Transfer Agreement.
4. The transfer request will then be submitted for processing.

Application - Third Party Transfers Allowed to Direct Downlines Only

1. Your client will need to provide the required details.

   1. For the Beneficiary Name, your client can select a direct downline from the dropdown menu. The list will only display their direct downlines.

      
   2. If a name outside of the direct downlines is entered, the system will show "No Results".

      
2. Once completed, click "Submit".

3. Read and acknowledge the Third Party Transfer Agreement.

4. The transfer request will then be submitted for processing.

Application - Third Party Transfers Allowed to Downlines within Data Permission Settings

1. Your client will need to provide the required details.

   1. For the Beneficiary Name, your client can select a downline from the dropdown menu. The list will display only the downlines within the data permission settings you have set for them.

      
   2. If a name outside these permissions is entered, the system will display "No Results."

      
2. Once completed, click "Submit".

3. Read and acknowledge the Third Party Transfer Agreement.

4. The transfer request will then be submitted for processing.

B) Admin-Initiated Transfers

You can now create fund transfer requests on behalf of clients based on their instructions. For example, transfers from a wallet to a trading account can now be completed in one click, eliminating the need for you to manual withdrawal and deposit.

To do so, follow these steps:

1

Navigate to Transfer Requests

1. Go to Approval.

2. Select "Transfer" from the dropdown list.

   

2

Create Transfer Request

1. Click "Create".

   
2. Select "Internal Transfer" or "Third Party Transfer".

3. Fill in the details and click "Submit".

3

Review Transfer Request

1. Once transfer request is created, you can proceed to review the request by clicking "Review".

   
2. You will be able to see who created the transfer request under "Logs".

3. Click "Approve" or "Reject".

2) New MT5 Account Creation API

This new API allows you to automatically generate MT5 accounts from lead data captured through your website or third-party platforms. This seamless process also auto-populates information into your CRM, saving time and reducing manual errors. For more details, please contact your Dedicated Account Manager.

3) Bulk Management of Lead's Managing Team

You can easily update the managing team ("participants") assigned to leads in bulk. Quickly add or replace team members for aligned follow-ups and more efficient lead handling.

To do so, follow these steps:

1

Navigate to Leads

1. Go to the Leads Dashboard.

   

2

Bulk Edit Lead Participants

1. Select the Leads you wish to amend participants for.

2. Click "Participants".

   
3. Select the Participants you wish to assign.

4. Choose "Replace" or "Add".

   1. Replace: Participants selected will replace all existing participants assigned to the clients.

   2. Add: Participants selected will be added to the existing participants assigned to the clients.

5. Click "Confirm".

3

Confirmation & Status Review

1. After confirming the participants to assign to the selected leads, a confirmation popup will appear. Click "Confirm" to finalize the action.
2. Once you have confirmed to proceed, a popup will appear to inform you that the batch operation is currently being processed. Click "Confirm" to proceed to view the batch operation status.
3. You will be redirected to the Batch Operation page, where you can review the statuses of the operations. Click "View" to access detailed records of each batch operation.

   
4. You will see the details of each record, including the previous participants.

   

4) CRM Wallet Referrals Tracking

You can now view the "Referral Source" of your client's CRM Wallet.

You can also use the new "Referrer" filter in wallet reports to pinpoint which sources are driving client and fund acquisition, enabling better referral performance analysis.

5) Improved SumSub Verification Tracking

A new "pending" status makes it easier to track incomplete SumSub verifications, simplifying follow-ups and improving compliance.

For Sumsub Authentication and Document Verification, the statuses now include:

• Unverified: The client has not started the verification process.

• Pending (New): The Sumsub verification is in progress and not yet completed.

• Verified: The verification has been successfully completed and approved.

• Failed: The verification has been rejected by Sumsub.

This enhancement allows you to quickly identify clients who have started but not yet completed or submitted their verification. To follow up with these clients, simply filter the client report to display only those with the Sumsub status set to "Pending."

6) Downline Registration Insights

IBs can now view the registration sources of their clients, helping them identify which promotional links, campaigns, or events yield the best results. This data allows IBs to fine-tune their marketing strategies and maximize ROI.

This can be found under Referral > My Clients.

Your IB can also filter their downline list via Source: