Synchronization with CRM

You will need 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.

To synchronize data, follow these steps:

Step 1

Navigate to Settings > Trading Platform Settings.

Step 2

1. Locate the trading platform you want to synchronize data with and click on the "..." icon.

2. Click on the "Synchronize Groups and Symbols" or "Synchronize Server Time Zone".

   

Step 3

1. The data synchronization process will commence immediately.

2. Depending on the number of symbols being synchronized, the process may take up to 20 minutes to complete.