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How To Do Import The Trading History

IN THE CRM

1. Go to "Manager platform".

2. Go to "Users".

3. Select a user/trader from the list. Go to "CFD Positions"

4. Find the button "Upload CFD Positions" at the top right and click on it.

5. Upload a file in .xlsx, .xls, .csv format. Then сlick on the button "Continue"

How To Enable/Disable Native Trading For A Trader

How To Enable/Disable Native Trading For A Trader 1. Go to "Traders" in the settings panel on th...
How To Show/Hide A Contact

How To Show/Hide A Contact 1. Go to "Setup" in the settings panel on the left side of the screen...
How To Create A Lead

IN THE CRM 1. Go to "Leads" in the settings panel on the left side of the screen. 2. Once insi...
How To Create A New Lead Status

How To Create A New Lead Status 1. Go to "Setup" in the settings panel on the left side of the ...
How To Connect A Phone Provider C2C

IN THE CRM You can also connect other providers, you can request a different provider from us if ...