Synchronization with CRM

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

Once you've configured the trading platform settings, the next crucial step is to synchronize the groups and settings with the CRM through the Trading Platform Settings tab. This ensures seamless communication between the trading platform and the CRM, allowing for accurate and up-to-date information across both systems.