CRM/Back-office Features

Here you can find descriptions and tutorials of day to day tasks in our systems.

35 articles

• Creating Back office Users (Updated: 10/23/2019)
• Back Office User Permissions (Video) (Updated: 10/23/2019)
• Managing Tags (Updated: 12/1/2021)
• Account Levels (Updated: 12/1/2021)
• How to Upload Bulk Leads (Updated: 8/23/2018)
• Videos (Updated: 8/23/2018)
• Transfer In / Out (Updated: 12/1/2021)
• DB Codes - Export Report and API Transactions (Updated: 8/22/2018)
• Dialling "Callto" direct from leads report (Updated: 5/11/2017)
• Lead Management Overview (Updated: 8/22/2018)
• Notification System (Updated: 12/1/2021)
• Holiday Trading Hours for Assets (Updated: 8/23/2018)
• Payment Options Log - Deposits (Updated: 8/23/2018)
• Lead Management - All Leads Report (Updated: 8/23/2018)
• Terminology related to banking functions (Updated: 12/1/2021)
• Creating and Managing Subgroups (Updated: 12/1/2021)
• Subgroup Filters (Updated: 12/1/2021)
• Adding a New Pixel (Updated: 12/1/2021)
• SMS Function (Updated: 12/1/2021)
• Instrument Performance Report (Updated: 12/1/2021)
• Practice Accounts (Updated: 1/21/2022)
• Multiple Currency Account (Updated: 8/22/2018)
• Campaign Min deposits (Updated: 10/25/2018)
• Bonus Calculator (Updated: 8/22/2018)
• Overview client card (Videos) (Updated: 10/31/2018)
• All Leads report (Videos) (Updated: 10/31/2018)
• Testers (Updated: 8/22/2018)
• Transfer Funds Between Wallets (Updated: 10/1/2018)
• Agent Performance Dashboard (Updated: 10/25/2018)
• Click2Call - Phone Call Button (Updated: 4/13/2020)
• Click2Mail (Updated: 5/18/2020)
• Agent Notifications system (Updated: 6/30/2023)
• IB/Affiliate system - API registration and tracking (Updated: 3/31/2021)
• Manual close trades in FX/CFD (Updated: 8/19/2022)
• SWAP - Over night charge (Updated: 6/30/2023)