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Open trading account/convert to traders

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

3. 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.

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

5. 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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