Search Knowledge Base Articles

How To Activate Stocks

IN THE CRM

1. Expand the "Admin platform" in the left menu and select "Stocks" from the dropdown list.

2. Toggle the status of the desired stock "on" or "off" to make it visible or invisible in new records.

ON THE PLATFORM

1. Navigate to "Admin" in the left menu.

2. Locate "Assets" in the left column and choose "Stocks" from the dropdown list.

3. Press "Enable" in the action column.

How to set up staff permissions

IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoice...
Whatsapp Integration

IN TWILIO Note: There is no support available without having facebook business approved accoun...
How To Create An Admin

An Admin has more functions and permissions than a user. An admin role will give you an access to c...
How To Add Balance To An Account

IN THE CRM 1. Go to "Traders" in the menu on the left side of the page. 2. Choose a trade...
How To Apply For A Subscription

ON THE PLATFORM 1. Press on the "Manager" tab on the left side menu. 2. In the top row click "...