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Open trading account/convert to traders

Published: 2024-04-23 10:37:04
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Basics

IN THE CRM

1. First, open the lead. (Need help? See the Creating a Lead tutorial). Or go to Leads, and select the user from the list.

2. Press on "View" in the user's name.

3. At the top of the user profile, you’ll see two important buttons: Open a Trading Account and Convert to Trader.

4. Press "Open a Trading Account". This will create a trading account for the lead if one doesn’t exist. The lead now has an account on the platform.

5. Enter a password for the new trading account. Click the "Save Settings" button to apply your changes. The trading account will be created instantly.

6. Convert the Lead to a Trader: click the "Convert to Trader" button. The lead is now fully converted and listed under Traders in the CRM.

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