Search Knowledge Base Articles

Find answers to your questions quickly

How to Open Trading Account & Convert a User to a Trader?

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

How to Open Trading Account & Convert a User to a Trader?

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.

Did you find this article useful?

0.0% found this helpful
1 votes

Related Articles

  • What is Nanza Aggregator

    What is Nanza Aggregator? Nanza Aggregator is an all-in-one platform designed to streamline and enha...

  • Setting up roles

    Understanding and Setting Up Roles ON THE CRM What Are Roles? Roles are a fundamental security and o...

  • What is Nanza Shield?

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

  • FAQ & Glossary

    FAQ 1.-Can I open a few accounts for one client? -You can have multiple contact for client and open ...

  • Multiplatform sources functionality

    Multiplatform sources functionality IN THE CRM Setup-> Multi platform-> Source mappingOn this ...