How to Create a New Affiliate?

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    [slug] => api-creds-for-new-affiliate
    [articleid] => 52
    [articlegroup] => 9
    [subject] => How to Create a New Affiliate? 
    [description] => <p style="text-align:center;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20an%20affiliate%20%282%29.mp4" type="video/mp4"></video></p>
<p style="text-align:center;">The articles you may find useful for you: <span style="color:#0000ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-check-the-api-logs" style="color:#0000ff;">How to Check the API Logs?</a></span></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong>IN THE CRM</strong></span></p>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">Where to find the API docs link?</span></span></strong></p>
<hr>
<p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" in the left menu.<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175243.png" width="204" height="53" alt="" style="font-size:12pt;"></p>
<hr>
<p style="text-align:center;">2. Go to "<strong><span style="color:#3366ff;">Settings</span></strong>.<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175350.png" width="222" height="65" alt=""></p>
<hr>
<p style="text-align:center;">3. Go to "<strong><span style="color:#3366ff;">Modules</span></strong>" and chose "<strong><span style="color:#3366ff;">API</span></strong>".<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175448.png" width="393" height="314" alt=""></p>
<hr>
<p style="text-align:center;">3. Choose "<strong><span style="color:#3366ff;">Yes</span></strong>" in "<span style="color:#3366ff;"><strong>Enable Public Access to API Documentation</strong></span>". You can copy your API docs link now. If the setting is OFF/NO, the affiliate won't be able to access the documentation.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175657.png" width="519" height="284" alt=""></p>
<hr>
<p style="text-align:center;">4. Press "<strong><span style="color:#3366ff;">Save</span></strong>".</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p>
<p style="text-align:center;"></p>
<hr>
<p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">Creating the API source</span></span></strong></p>
<hr>
<p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" in the left menu.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<hr>
<p style="text-align:center;">2. Press the "<strong><span style="color:#3366ff;">Leads</span></strong>" button and select "<strong><span style="color:#3366ff;">Sources</span></strong>" from the dropdown list.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Sources%20CRM.png" width="250" height="245" alt=""></p>
<hr>
<p style="text-align:center;">3. Press the "<strong><span style="color:#3366ff;">New Source</span></strong>" button to create a new source.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Source%20Button%20CRM.png" width="150" height="60" alt=""></p>
<hr>
<p style="text-align:center;">4. Fill in the columns and press "<strong><span style="color:#3366ff;">Submit</span></strong>". Depending on the Department or Assigned, the leads will be assigned accordingly to the chosen Department or Agent.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Source%20Form%20CRM.png" width="519" height="341" alt=""></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong><span style="color:#0000ff;">Creating New API user</span></strong></span></p>
<hr>
<p style="text-align:center;">5. Go to the main menu and click "<strong><span style="color:#3366ff;">API</span></strong>" and select "<strong><span style="color:#3366ff;">API management</span></strong>" from the dropdown list.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/API%20API%20Management%20CRM.png" width="350" height="170" alt=""></p>
<hr>
<p style="text-align:center;">6. Press the "<strong><span style="color:#3366ff;">New User</span></strong>" button.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/API%20New%20User%20Button%20CRM.png" width="150" height="80" alt=""></p>
<hr>
<p style="text-align:center;">7. Fill in the information about the new user.</p>
<p style="text-align:center;">The source name, the username and the affiliate name should be all the same (refer to the name of the source you've just created).&#160;<br>Set an expiring date. Note when the date arrives, the integration will be paused until you extend it.</p>
<hr>
<p><img src="https://crm.podcator.com/media/victor-support/apiApiManagementNewUser.png" width="1075" height="229" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">8. Optionally:</p>
<p style="text-align:center;">-You can also set up permissions.</p>
<p style="text-align:center;">Note that if you enable permissions without choosing any, the affiliate will have the full access by default which may be dangerous for your information. To give the API some special permissions, just match them on the "<strong><span style="color:#3366ff;">Permissions</span></strong>" and save your choice.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/251114-111811.png" width="1008" height="418" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">9. Optionally:</p>
<p style="text-align:center;">-You can add the IP whitelisting if the affiliate needs it. Enable the function and press on the "<strong><span style="color:#3366ff;">IP Whitelist</span></strong>" to add the required IPs.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/251114-112056.png" width="973" height="404" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">10. Optionally:</p>
<p style="text-align:center;">-Open Trading account set automatically will open the trading account for each lead coming. By default it will have 123456 password.</p>
<p style="text-align:center;">If your affiliation type is <strong>CPL</strong>, the trading account will not be automatically open. If <strong>CPA</strong>, the trading account will be automatically open for the lead.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-112420.png" width="981" height="407" alt=""></p>
<hr>
<p style="text-align:center;">11. Press "<strong><span style="color:#3366ff;">Save</span></strong>".</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p>
<hr>
<p style="text-align:center;">12. Fill in the form using the information from the newly created user and send it to your affiliate. Do not omit/ignore the fields.</p>
<p style="text-align:center;">Note! "YOURCRM" refers to your crm link, so that where the leads are going to arrive to. Same for the API docs, as the affiliate must be able to see them.</p>
<hr>
<p><span style="text-decoration:underline;"><strong><span style="color:#ff0000;text-decoration:underline;">This information is to be sent to the affiliate once filled in</span></strong></span><br><span style="color:#3366ff;">Tech provider: Nanza CRM</span><br><span style="color:#3366ff;">integration type: Nanza- AutoLogin</span></p>
<p><span style="color:#3366ff;">&#10024;API-Docs: https://back.YOURCRM/api/docs</span></p>
<p><span style="color:#3366ff;">Base URL: https://back.YOURCRMo/admin/</span></p>
<p><span style="color:#3366ff;">source ID: the most right figure in your affiliation list</span><br><span style="color:#3366ff;">User: the name of your affiliate</span><br><span style="color:#3366ff;">Token: the token generated withing the new affiliation</span></p>
<p><br><span style="text-decoration:underline;"><strong>Leave the warning text for the affiliate:</strong></span> <br>&#8252;&#65039;do not put "source" and "source_id" in the affiliation form. choose only "source_id"<br>&#8252;&#65039;make sure the affiliate name has no spaces<br>&#8252;&#65039;after the test lead is sent, make sure to send next requests with username:""</p>
<p><img src="https://crm.podcator.com/media/lana-demo/251114-115413.png" width="1075" height="71" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong><span style="color:#0000ff;">How to Fire FTD/Change Lead Status</span></strong></span></p>
<p style="text-align:center;"><strong>Fire FTD (a First Time Deposit)</strong> - after the affiliate integration has taken place, the "fire FTD" means that the affiliate test lead has arrived in the client's CRM.</p>
<p style="text-align:center;">You don't have to manually add the deposit/funds.</p>
<p style="text-align:center;">If your affiliation type is CPL, the trading account will not be automatically open. If CPA, the trading account will be automatically open.</p>
<hr>
<p style="text-align:center;">13. The affiliate will note you and warn that the lead was sent. Find the lead email in the CRM which was sent by the affiliate.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-114038.png" width="545" height="208" alt=""></p>
<hr>
<p style="text-align:center;">14. To "fire FTD" press on "<span style="color:#0000ff;"><strong>Convert to Trader</strong></span>" and "<span style="color:#0000ff;"><strong>Open Trading account</strong></span>" buttons.</p>
<p style="text-align:center;">If you enabled "Open Trading Account" you won't see the blue button and would have to only enable the green one.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-114211.png" width="902" height="480" alt=""></p>
<hr>
<p style="text-align:center;">14. Update the affiliated about firing. The affiliate would approve it from their side. The integration is done, you can continue the collaboration!</p>
<hr>
<p style="text-align:center;"></p>
<p style="text-align:center;"></p>
<p></p>
<p></p>
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<div class="entry-content">
<p style="text-align:center;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20staff%20permissons.mp4" type="video/mp4"></video></p>
<hr>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></h4>
<hr>
<h4></h4>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Invoices</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4>
<ul>
<li>View (Global) &#8211; All invoices.</li>
<li>View (Own) &#8211;&#160;Only invoices created by a staff member.</li>
<li>Create &#8211;&#160;Create invoices</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete<span>&#160;</span>&#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see invoices as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Invoices</strong><span>&#160;</span>the option &#8220;<strong>Allow staff members to view invoices where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as sale agent to the invoice.</p>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Estimates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#estimates"></a></h4>
<ul>
<li>View (Global) &#8211; All estimates.</li>
<li>View (Own) &#8211;&#160;Only estimates created by the staff member.</li>
<li>Create &#8211;&#160;Create&#160;estimates</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete<span>&#160;</span>&#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see estimates as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Estimates</strong><span>&#160;</span>the option &#8220;<strong>Allow staff members to view estimates where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as sale agent to the estimate.</p>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Proposals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#proposals"></a></h4>
<ul>
<li>View (Global) &#8211; All proposals.</li>
<li>View (Own) &#8211;&#160;Only proposals created by staff member.</li>
<li>Create &#8211;&#160;Create proposals</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see proposals as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Proposals<span>&#160;</span></strong>the option &#8220;<strong>Allow staff members to view proposals where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as assigned to the proposal.</p>
<p style="text-align:center;"><span style="color:#3366ff;font-size:18pt;"><strong>Expenses</strong></span></p>
<ul>
<li>View (Global) &#8211; All expenses.</li>
<li>View (Own) &#8211;&#160;Only expenses created by staff member.</li>
<li>Create &#8211;&#160;Create expenses</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Contracts</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#contracts"></a></h4>
<ul>
<li>View (Global) &#8211; All contracts.</li>
<li>View (Own) &#8211;&#160;Only contracts created by the staff member.</li>
<li>Create &#8211;&#160;Create contracts</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Payments</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#payments"></a></h4>
<ul>
<li>View (Global) &#8211; All payments.</li>
<li>View (Own) &#8211; (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.</li>
<li>Create &#8211; Create payments &#8211; if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li>
<li>Edit &#8211; All (if have permission View Global for invoices ) and own based on invoices permission.</li>
<li>Delete &#8211; All (if have permission View Global for payments) and own based on invoices permission.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Projects</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#projects"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;All projects</li>
<li>View (Own) &#8211; (Not applicable) If staff member doesn&#8217;t have permission View(Global) for projects then will be able to see only projects where this staff member is added as a project member.</li>
<li>Create &#8211; Create new projects</li>
<li>Edit &#8211; All (if have permission View Global ) and&#160;projects where a staff member is added as a project member</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Tasks</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#tasks"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;All&#160;tasks</li>
<li>View (Own) &#8211; (Not applicable) If staff member dont have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public.</li>
<li>Create &#8211; Create new&#160;tasks</li>
<li>Edit &#8211; All (if have permission View Global ) and tasks where staff member is connected.</li>
<li>Delete &#8211; All (if have permission View Global ) and tasks where staff member is connected.</li>
</ul>
<p>In 1 occasion<span>&#160;</span><strong>staff member will be able to see other tasks</strong><span>&#160;</span>(if doesn&#8217;t have permission View Global for tasks) related to project where the<strong><span>&#160;</span></strong>staff member is added as project member only if in<span>&#160;</span><strong>Setup-&gt;Settings-&gt;Tasks</strong><span>&#160;</span>-&gt;&#160;<strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span>&#160;</span>is set to<span>&#160;</span><strong>YES</strong>.</p>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Customers</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#customers"></a></h4>
<ul>
<li>View (Global) &#8211; All customers.</li>
<li>View (Own) &#8211; (Not applicable) Based on<span>&#160;</span>customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers.</li>
<li>Create &#8211;&#160;Create&#160;customers &#8211; If dont have permissions View (Global) the staff member will be auto added as customer admin.</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211;&#160;Delete customers &#8211; All (if have permission ) and own</li>
</ul>
<p><strong>Note:</strong><strong>The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.</strong></p>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Items</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#items"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all items.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create items</li>
<li>Edit &#8211; Edit and manage all items.</li>
<li>Delete &#8211; All</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Knowledge Base</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#knowledge-base"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all articles includes internal staff members articles.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;articles and groups</li>
<li>Edit &#8211; Edit and manage all articles and groups.</li>
<li>Delete &#8211; All</li>
</ul>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Goals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#goals"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all&#160;goals.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create goals</li>
<li>Edit &#8211; Edit and manage all goals.</li>
<li>Delete &#8211; All</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Email Templates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#email-templates"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all email templates</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create -Not applicable.</li>
<li>Edit &#8211; Edit and manage all email templates.</li>
<li>Delete &#8211;&#160;Not applicable.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Reports</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#reports"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;<strong>View all reports</strong></li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create -Not applicable.</li>
<li>Edit &#8211; Not applicable.</li>
<li>Delete &#8211; Not applicable.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Roles</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#roles"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all roles.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;roles.</li>
<li>Edit &#8211; Edit and manage all roles.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Settings (Setup-&gt;Settings)</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all settings.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable.</li>
<li>Edit &#8211; Update all settings.</li>
<li>Delete &#8211; Not applicable.</li>
</ul>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Staff</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#staff"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all staff members.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;new staff members.</li>
<li>Edit &#8211; Edit and manage all staff members.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Surveys</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#surveys"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all surveys.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;newsurveys.</li>
<li>Edit &#8211; Edit and manage all surveys.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Bulk PDF Exporter</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#bulk-pdf-exporter"></a></h4>
<ul>
<li>View (Global) &#8211; Staff member will be able to VIEW bulk PDF exporter feature in Utilities-&gt;Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable.</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; Not applicable</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Leads</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#leads"></a></h4>
<p><strong>Note that the lead permission will be hidden if a staff member is marked as<span>&#160;</span>not staff member.</strong></p>
<ul>
<li>View (Global) &#8211; If this permission is<span>&#160;</span><strong>not</strong><span>&#160;</span>checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member, and leads that are marked as public.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable &#8211;&#160;All staff can create leads, except members marked as<span>&#160;</span>not staff members</li>
<li>Edit &#8211; Not applicable &#8211;&#160;Everyone who has access to specific lead can edit most of the lead information for better collaboration and keep up to date lead information.</li>
<li>Delete &#8211; If not granted, the staff will be able to delete his own leads only.</li>
</ul>
<ul>
<li>Staff members that are<span>&#160;</span><strong>not admins can only see leads to whom are assigned</strong>,&#160;<strong>lead is created by staff member, or lead is marked as public</strong>.</li>
<li>Staff members that are<span>&#160;</span><strong>not admins can create and assign leads to all other staff members.</strong></li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;"><strong>Other notes about permissions:</strong></span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#other-notes-about-permissions"></a></h4>
<ul>
<li><strong>Support Tickets</strong><span>&#160;</span>&#8211; By default only staff members that belong to the ticket department will be able to see tickets if in<span>&#160;</span><strong>Setup-&gt;Settings-&gt;Tickets</strong><span>&#160;</span>the option&#160;<strong>Allow staff to access the only ticket that belongs to staff departments</strong><span>&#160;</span>is set to<span>&#160;</span><strong>YES</strong>, otherwise will be able to see all tickets.</li>
</ul>
<p></p>
<p style="text-align:center;"><span style="color:#3366ff;"><span style="color:#000000;">Artilcles you may find useful for you:&#160;</span><br><a href="https://crm.podcator.com/admin/knowledge_base/view/permissions-and-roles-management-guide" style="color:#3366ff;">Permissions and Roles Management Guide</a></span></p>
<p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/staff-management-user-guide" style="color:#3366ff;">Staff Management User Guide</a></span></p>
<p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-prevent-staff-from-being-logged-in-more-than-once" style="color:#3366ff;">How to Prevent Staff from Being Logged in more than Once?</a></span></p>
<p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/436" style="color:#3366ff;">How to Enable CFD Modification for the Agent?</a></span></p>
<p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/434" style="color:#3366ff;">How to Restrict Support Access to Staff?</a></span><span style="color:#3366ff;"></span></p>
</div>
</article>
<section class="clearfix"></section>
            [slug] => staff-permissions-explained
            [active] => 1
            [datecreated] => 2023-06-08 09:56:32
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

    [1] => Array
        (
            [articleid] => 24
            [articlegroup] => 9
            [subject] => Whatsapp Integration
            [description] => <div class="steper_cl" style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN TWILIO</span></strong></div>
<div class="steper_cl" style="text-align:center;"><hr></div>
<div class="steper_cl" style="text-align:center;"><b style="font-size:12pt;">Note:</b><span style="font-size:12pt;">&#160;</span><i style="font-size:12pt;">There is no support available without having facebook business approved account for whatsapp features.</i></div>
<div class="steper_cl" style="text-align:center;"><hr>
<p class="card__body">Navigate to the Messaging &gt; Senders &gt; WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p>
<hr>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p>
<p class="card__body"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p>
<hr>
<div class="steper_cl">
<div class="card__container"><strong><span style="font-size:18pt;color:#ff0000;">IN WHATSAPP TEMPLATES</span></strong></div>
<div class="card__container"><hr><span style="font-size:12pt;"></span></div>
</div>
<p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -&gt; Senders -&gt; WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p>
<hr>
<p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p>
<div class="card__container">
<h1 class="card__header"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></h1>
<hr>
<p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p>
<hr>
<p>1. Go to the "<span style="color:#3366ff;">Leads</span>" tab.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leads.png" width="286" height="266" alt=""></p>
<hr>
<p class="mb-2">2. Find a lead and click on his name.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="724" height="87" alt=""></p>
<hr>
<p class="mb-2">3. Go to the "<span style="color:#3366ff;">Edit</span>" button in the top right corner.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEdit.png" width="729" height="139" alt=""></p>
<hr>
<p class="mb-2">4. Set the "<span style="color:#3366ff;">Whatsapp Enable</span>" to the option you want.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEditWhatsappenable.png" width="142" height="234" alt=""></p>
<hr></div>
</div>
<div class="card__container" style="text-align:center;"><span style="font-size:12pt;">5. Click on the "<span style="color:#3366ff;">Save</span>" button.</span><b></b></div>
<div class="card__container" style="text-align:center;"><hr>
<p><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p>
<hr><b></b></div>
            [slug] => whatsapp-integration
            [active] => 1
            [datecreated] => 2023-07-02 18:42:47
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

    [2] => Array
        (
            [articleid] => 32
            [articlegroup] => 9
            [subject] => How To Add Balance To An Account
            [description] => <p style="text-align:center;"></p>
<p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p>
<p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 1</span></p>
<hr>
<p style="text-align:center;">1. Go to&#160;"<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p>
<hr>
<p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p>
<hr>
<p><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p>
<hr>
<p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p>
<hr>
<p style="text-align:center;"></p>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p>
<hr>
<p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p>
<hr>
<p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p>
<p style="text-align:center;"></p>
<p style="text-align:center;"></p>
<p style="text-align:center;"></p>
<p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 2</span></p>
<hr>
<p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Traders</span></strong>" in the menu on the left side of the page.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-140344.png" width="276" height="104" alt=""></p>
<hr>
<p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">View</span></strong>" option.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/251027-140435.png" width="237" height="100" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;"></p>
<p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p>
<hr>
<p style="text-align:center;"></p>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p>
<hr>
<p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p>
<hr>
<p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p>
<hr>
<p style="text-align:center;">The balances are distributed accross the accounts respectively.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-134437.png" width="519" height="776" alt=""></p>
            [slug] => add-balance-to-account
            [active] => 1
            [datecreated] => 2024-01-19 11:35:20
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

    [3] => Array
        (
            [articleid] => 37
            [articlegroup] => 9
            [subject] => How To Copy An Invoice
            [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p>
<hr>
<p style="text-align:center;">1. Click on the "<span style="color:#3366ff;">Sales</span>" button in the left menu and select "<span style="color:#3366ff;">Invoices</span>" from the dropdown list.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Invoices%20CRM.png" width="250" height="359" alt=""></p>
<hr>
<p style="text-align:center;"><strong>OR</strong></p>
<hr>
<p style="text-align:center;">1. Select "<span style="color:#3366ff;">Traders</span>" in the left menu.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p>
<hr>
<p style="text-align:center;">Find the <span style="color:#000000;">trader</span>, click on "<span style="color:#3366ff;">View</span>" under his name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="664" height="114" alt=""></p>
<hr>
<p style="text-align:center;">Go to "<span style="color:#3366ff;">Invoices</span>" in the left list.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Invoices%20CRM.png" width="250" height="181" alt=""></p>
<hr>
<p style="text-align:center;">2. Choose a particular invoice and click "<span style="color:#3366ff;">More</span>" on the right side of the screen.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Closed%20More%20CRM.png" width="600" height="372" alt=""></p>
<hr>
<p style="text-align:center;">3. Select "<span style="color:#3366ff;">Copy Invoice</span>" from the dropdown list.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Open%20More%20CRM.png" width="200" height="317" alt=""></p>
<hr>
<p style="text-align:center;"></p>
<div>
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            [subject] => How To Change A Language on the Platform?
            [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="738" height="369" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20change%20a%20language.mp4" type="video/mp4"></video></span></strong></p>
<hr>
<p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">How To Change A Language on the Platform?</span></p>
<p style="text-align:center;"><span style="font-size:18pt;"><strong><span style="color:#ff0000;">ON THE CRM</span></strong></span></p>
<hr>
<p style="text-align:center;">1. Go to your profile - the orange circle on the top right side of the page.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Profile%20Click%20Platform.png" width="250" height="96" alt=""></p>
<hr>
<p style="text-align:center;">2. Find the "<strong><span style="color:#3366ff;">Language</span></strong>" button and choose the language.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180145.png" width="655" height="407" alt=""></p>
<hr>
<p style="text-align:center;">3. Scroll down and choose "<strong><span style="color:#3366ff;">Save Changes</span></strong>".</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180235.png" width="237" height="72" alt=""></p>
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How to Create a New Affiliate? 

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                    <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-2xl tw-text-neutral-700">
                        How to Create a New Affiliate?                     </h1>
                    
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                            <span class="tw-font-medium">Published: 2024-02-12 08:11:11</span>
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                        <p style="text-align:center;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20an%20affiliate%20%282%29.mp4" type="video/mp4"></video></p>
<p style="text-align:center;">The articles you may find useful for you: <span style="color:#0000ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-check-the-api-logs" style="color:#0000ff;">How to Check the API Logs?</a></span></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong>IN THE CRM</strong></span></p>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">Where to find the API docs link?</span></span></strong></p>
<hr>
<p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" in the left menu.<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175243.png" width="204" height="53" alt="" style="font-size:12pt;"></p>
<hr>
<p style="text-align:center;">2. Go to "<strong><span style="color:#3366ff;">Settings</span></strong>.<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175350.png" width="222" height="65" alt=""></p>
<hr>
<p style="text-align:center;">3. Go to "<strong><span style="color:#3366ff;">Modules</span></strong>" and chose "<strong><span style="color:#3366ff;">API</span></strong>".<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175448.png" width="393" height="314" alt=""></p>
<hr>
<p style="text-align:center;">3. Choose "<strong><span style="color:#3366ff;">Yes</span></strong>" in "<span style="color:#3366ff;"><strong>Enable Public Access to API Documentation</strong></span>". You can copy your API docs link now. If the setting is OFF/NO, the affiliate won't be able to access the documentation.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175657.png" width="519" height="284" alt=""></p>
<hr>
<p style="text-align:center;">4. Press "<strong><span style="color:#3366ff;">Save</span></strong>".</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p>
<p style="text-align:center;"></p>
<hr>
<p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">Creating the API source</span></span></strong></p>
<hr>
<p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" in the left menu.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<hr>
<p style="text-align:center;">2. Press the "<strong><span style="color:#3366ff;">Leads</span></strong>" button and select "<strong><span style="color:#3366ff;">Sources</span></strong>" from the dropdown list.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Sources%20CRM.png" width="250" height="245" alt=""></p>
<hr>
<p style="text-align:center;">3. Press the "<strong><span style="color:#3366ff;">New Source</span></strong>" button to create a new source.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Source%20Button%20CRM.png" width="150" height="60" alt=""></p>
<hr>
<p style="text-align:center;">4. Fill in the columns and press "<strong><span style="color:#3366ff;">Submit</span></strong>". Depending on the Department or Assigned, the leads will be assigned accordingly to the chosen Department or Agent.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Source%20Form%20CRM.png" width="519" height="341" alt=""></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong><span style="color:#0000ff;">Creating New API user</span></strong></span></p>
<hr>
<p style="text-align:center;">5. Go to the main menu and click "<strong><span style="color:#3366ff;">API</span></strong>" and select "<strong><span style="color:#3366ff;">API management</span></strong>" from the dropdown list.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/API%20API%20Management%20CRM.png" width="350" height="170" alt=""></p>
<hr>
<p style="text-align:center;">6. Press the "<strong><span style="color:#3366ff;">New User</span></strong>" button.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/API%20New%20User%20Button%20CRM.png" width="150" height="80" alt=""></p>
<hr>
<p style="text-align:center;">7. Fill in the information about the new user.</p>
<p style="text-align:center;">The source name, the username and the affiliate name should be all the same (refer to the name of the source you've just created).&#160;<br>Set an expiring date. Note when the date arrives, the integration will be paused until you extend it.</p>
<hr>
<p><img src="https://crm.podcator.com/media/victor-support/apiApiManagementNewUser.png" width="1075" height="229" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">8. Optionally:</p>
<p style="text-align:center;">-You can also set up permissions.</p>
<p style="text-align:center;">Note that if you enable permissions without choosing any, the affiliate will have the full access by default which may be dangerous for your information. To give the API some special permissions, just match them on the "<strong><span style="color:#3366ff;">Permissions</span></strong>" and save your choice.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/251114-111811.png" width="1008" height="418" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">9. Optionally:</p>
<p style="text-align:center;">-You can add the IP whitelisting if the affiliate needs it. Enable the function and press on the "<strong><span style="color:#3366ff;">IP Whitelist</span></strong>" to add the required IPs.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/251114-112056.png" width="973" height="404" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">10. Optionally:</p>
<p style="text-align:center;">-Open Trading account set automatically will open the trading account for each lead coming. By default it will have 123456 password.</p>
<p style="text-align:center;">If your affiliation type is <strong>CPL</strong>, the trading account will not be automatically open. If <strong>CPA</strong>, the trading account will be automatically open for the lead.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-112420.png" width="981" height="407" alt=""></p>
<hr>
<p style="text-align:center;">11. Press "<strong><span style="color:#3366ff;">Save</span></strong>".</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p>
<hr>
<p style="text-align:center;">12. Fill in the form using the information from the newly created user and send it to your affiliate. Do not omit/ignore the fields.</p>
<p style="text-align:center;">Note! "YOURCRM" refers to your crm link, so that where the leads are going to arrive to. Same for the API docs, as the affiliate must be able to see them.</p>
<hr>
<p><span style="text-decoration:underline;"><strong><span style="color:#ff0000;text-decoration:underline;">This information is to be sent to the affiliate once filled in</span></strong></span><br><span style="color:#3366ff;">Tech provider: Nanza CRM</span><br><span style="color:#3366ff;">integration type: Nanza- AutoLogin</span></p>
<p><span style="color:#3366ff;">&#10024;API-Docs: https://back.YOURCRM/api/docs</span></p>
<p><span style="color:#3366ff;">Base URL: https://back.YOURCRMo/admin/</span></p>
<p><span style="color:#3366ff;">source ID: the most right figure in your affiliation list</span><br><span style="color:#3366ff;">User: the name of your affiliate</span><br><span style="color:#3366ff;">Token: the token generated withing the new affiliation</span></p>
<p><br><span style="text-decoration:underline;"><strong>Leave the warning text for the affiliate:</strong></span> <br>&#8252;&#65039;do not put "source" and "source_id" in the affiliation form. choose only "source_id"<br>&#8252;&#65039;make sure the affiliate name has no spaces<br>&#8252;&#65039;after the test lead is sent, make sure to send next requests with username:""</p>
<p><img src="https://crm.podcator.com/media/lana-demo/251114-115413.png" width="1075" height="71" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong><span style="color:#0000ff;">How to Fire FTD/Change Lead Status</span></strong></span></p>
<p style="text-align:center;"><strong>Fire FTD (a First Time Deposit)</strong> - after the affiliate integration has taken place, the "fire FTD" means that the affiliate test lead has arrived in the client's CRM.</p>
<p style="text-align:center;">You don't have to manually add the deposit/funds.</p>
<p style="text-align:center;">If your affiliation type is CPL, the trading account will not be automatically open. If CPA, the trading account will be automatically open.</p>
<hr>
<p style="text-align:center;">13. The affiliate will note you and warn that the lead was sent. Find the lead email in the CRM which was sent by the affiliate.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-114038.png" width="545" height="208" alt=""></p>
<hr>
<p style="text-align:center;">14. To "fire FTD" press on "<span style="color:#0000ff;"><strong>Convert to Trader</strong></span>" and "<span style="color:#0000ff;"><strong>Open Trading account</strong></span>" buttons.</p>
<p style="text-align:center;">If you enabled "Open Trading Account" you won't see the blue button and would have to only enable the green one.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-114211.png" width="902" height="480" alt=""></p>
<hr>
<p style="text-align:center;">14. Update the affiliated about firing. The affiliate would approve it from their side. The integration is done, you can continue the collaboration!</p>
<hr>
<p style="text-align:center;"></p>
<p style="text-align:center;"></p>
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