General CRM

How To Activate Stocks?

2024-01-25 12:56:07

How To Activate Stocks? ...

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How To Change A Password

2024-05-23 10:55:20

IN THE CRM ...

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IN THE CRM 1. Go to "...

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How To Create A Lead

2024-08-08 09:17:28

IN THE CRM ...

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How to Find the User?

2025-10-23 14:50:08

Due to the reoccuring request of this issue, we decided to help you to find how to manage it quicker! ...

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How To Edit CFD Positions?

2025-10-27 12:16:20

How to edit CFD positions? ...

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How To Enable/Disable Exchanges On The Trading Account? ...

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How To Find a Report of The Affiliate Which Sent the Most of the Leads?...

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How To Set Extra Login Protection? ...

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How to Change the Withdrawal Fee? ...

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How to Compose an Email?

2025-11-04 10:44:50

How to Compose an Email? ...

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IN THE CRM...

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How to Set up the KYC Statuses?...

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How to Check Client's Autologin History?...

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How to Give the Access to the platform to the S...

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How to Check the API Logs?

2025-11-14 15:35:04

How to Check the API Logs?...

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How to Add Costum Fields to Leads? ...

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How to Check Activity Log?

2025-11-18 15:32:06

How to Check Activity Log? ...

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How to Check Staff IP or Email Activity?...

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How to Change the Errors in the Language on the...

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How to Increase Pagination Limit?...

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How To Export Leads

2025-07-07 20:42:16

...

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How to Modify Deposit Settings?...

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How to Add Bank Account to the Platform?...

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How to Check if the Position was Closed?...

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How to Add Pages on the Platfrom?...

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How to Change Language in the CRM? ...

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How to Enable DikeShield/Finteca? ...

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How to Disable Leads Duplication?  ...

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How to Change Numbers on the Platform in Contact Us(DPO)? ...

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How to Change the...

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How to Enable/Disable Client's Account? ...

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Staking Functionality

2025-12-09 09:46:16

Staking is a way to earn rewards by locking up your crypto to help support a...

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How to Find Swap Settings?

2025-12-09 11:58:22

How To Set Swap Settings? In crypto, ...

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How to Restrict Support Access to Staff?  ...

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How to Enable Balances Modification for the Agent? ...

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How to Enable CFD Modification for the Agent? ...

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How to Prevent Staff from Being Logged in...

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How to Upload Logo to the CRM? ...

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How to Change Company Name in the CRM? ...

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How to Configure General GDPR Settings? ...

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How to Setup Nanza AI?

2025-12-19 14:58:03

How to Setup Nanza AI? ...

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How Agent and Client Notifications Work?  ...

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How to Manage Web to Lead Forms? ...

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