View Own - permission that will allow the agent to view only information which is related/assigned to them. [Setup-> Staff-> Pick the staff member-> Permissions]
View Global - permission that will allow the agent to view all the information. [Setup-> Staff-> Pick the staff member-> Permissions]
Fire FTD (a First Time Deposit) - after the affiliate integration has taken place, the "fire FTD" means that the affiliate test lead has arrived in the client's CRM. [Search -> type in the lead email-> press COnvert to trader & Open trading account]
Team lead - functions the same way as "Manager" of a particular department [Setup-> Staff-> Pick the staff member-> Permissions-> Manager. ALSO Setup-> Department-> Add the agent to the department]
Broker - functions the same way as "agent"
Creds (Credits) - email and password
Mailbox configuration - function that helps to link the agent's email to our CRM with the ability to send emails from/to the CRM How To Configure The Mailbox In The CRM
WL (White Label) - is a business solution that allows brokers to provide clients with trading services under their own brand, using products and technologies developed by other companies. In the context of financial markets, it is convenient and favourable for setting up one's own business.
IB (Introducing Broker) - a company or individual that introduces its clients to a forex or CFD broker
CFD (Contract For Difference) - a CFD allows you to obtain an indirect exposure by opening long (buying) or short (selling) positions in an underlying asset such as security, commodity, index, cryptocurrency and other asset types.
Platform - app, the actual crypto aggrigator. See example here: https://demo.podcator.com/
CRM (Customer Relationship Management) - See example here: https://demo.podcator.com/
c2c (call-to-call/controller-to-controller/costumer-to-costumer) - communication refers to the direct exchange of data and commands between two or more controllers within a network, commonly used in industrial automation systems. This technology enables controllers to communicate autonomously, improving overall system efficiency and responsiveness without the need for centralized control or manual intervention.
Cron - command used for scheduling tasks to be executed sometime in the future. This is normally used to schedule a job that is executed periodically – for example, to send out a notice every morning.