Search Knowledge Base Articles

Open trading account/convert to traders

Opening the trading account

1. Once the lead is open (see tutorial here: Creating a Lead), you can also find the lead by going to the "Lead Manager"-> "Leads"-> choosing the user.

Two buttons are going to be displayed at the top of the user page: "Open a Trading Account" and "Covert to Trader". 

Usually used for leads via import that don't come with AUTOLOGIN

If a lead doesnt have a trading account - it will open 1 for him

2. Press the button "Open Trading account".

Will put the lead in the CRM -> Traders

With extra options for traders

This button will also send an FTD notification to affiliates connected via API

3. Put in the password and the trading account will be open.

 

4. Go to "Lead Manager", press on "Leads" out of the falling settings list.

5. Choose the user.

6. Convert it to trader by pressing "Convert to trader" button.

7. You can now find the user in "Traders".

Did you find this article useful?

Related Articles

  • What is Nanza Aggregator

    ### What is Nanza Aggregator? **Nanza Aggregator** is an all-in-one platform designed to streamline...

  • Get Started with Nanza

    In this article, we'll explain how you can start with Nanza.We'll cover everything you need to know ...

  • Email Templates

    To set up email templates navigate to Setup -> Email templates and change the co...

  • Setting up roles

    Nanza CRM setup by default includes only 1 role, named "Employee," with no permissions. It’s...

  • Nanza Shield

    Nanza Shield is incredibly easy to use and can be customized to meet your specific security needs.Ou...