Search Knowledge Base Articles
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How to set up staff permissions
2023-06-08 09:56:32... -
Whatsapp Integration
2023-07-02 18:42:47IN TWILIO ... -
How To Create An Admin
2024-01-19 08:59:32... -
How To Add Balance To An Account
2024-01-19 11:35:20... -
How To Apply For A Subscription
2024-01-19 11:45:32... -
How To Show Stocks
2024-01-25 12:56:07... -
How To Copy An Invoice
2024-02-01 14:54:52IN THE CRM 1. Click on the "Sales" button in the left menu and select "... -
How To Change A Language
2024-02-05 11:47:22... -
How To Enable / Disable Margin
2024-02-05 15:23:13... -
How To Add Default Asset Pairs
2024-02-07 08:54:09... -
How To Add A New Filter To Leads
2024-02-08 09:16:15... -
How To Add A New Method For Balance Operations
2024-02-08 15:58:54... -
CRM login notification
2024-02-08 16:06:49ON THE PLATFORM 1. CRM URL should be enabled on the platform ... -
API Credentials For A New Affiliate
2024-02-12 08:11:11... -
How To Delete A Payment
2024-02-16 15:49:11... -
How To Change A Password
2024-05-23 10:55:20IN THE CRM ... -
How To Enable / Disable View-only Mode
2024-05-24 11:35:17... -
Withdrawal
2024-05-28 14:16:11IN THE CRM 1. Go to "... -
FAQ - Non Staff Member
2024-06-29 06:11:35Nanza CRM incorporates a unique feature referred to as the Non-Staff Member. This functionality allows you to include contract workers or freelancers to participate in projects without officially being employed by your organization. Howeve... -
How To Enable/Disable CFD Mode For A Trader
2024-08-06 16:21:32... -
How To Whitelist Members
2024-08-06 16:53:23... -
How To Configure The Mailbox In The CRM
2024-08-08 17:50:44... -
How To Enable/Disable 2FA For A Trader
2024-08-08 17:50:49... -
How To Enable / Disable A Module
2024-08-08 17:50:52... -
How To Filter By A Date Period
2024-08-08 17:50:57IN THE CRM ... -
How To Create Invoices
2024-08-12 09:07:37... -
How To Assign A Department Manager
2024-08-12 09:23:51... -
How To Set Withdrawal Methods
2024-08-13 09:50:32... -
How To Enable / Disable Notifications For A Trader
2024-08-14 09:09:17... -
How To Open A Support Ticket
2024-08-14 11:07:56... -
How To Create A Predefined Reply
2024-08-19 13:45:39... -
How To Change The Platform Logo
2024-08-19 16:10:08... -
How To Filter Leads By Online / Offline Users
2024-08-21 09:38:11... -
How To Create And Manage Contracts
2024-08-22 10:47:19... -
How To Setup An Email Signature
2024-08-23 12:43:54... -
How To Enable/Disable Practice And Real Account
2024-08-25 13:18:48... -
How To Create And Filter Notes
2024-08-26 14:50:32... -
How To Set Up A Chat
2024-08-27 09:10:17... -
How To Assign An Admin To A Trader
2024-08-27 11:17:36... -
How To Enable / Disable ID Verification
2024-08-27 13:56:06... -
How To Set Up An Email Queue
2024-08-28 09:08:23... -
How To Change An Email For a Trader
2024-10-21 12:24:42... -
How To Assign Leads Automatically From The Website
2024-10-21 15:30:21... -
How To Change A Currency
2024-11-04 21:57:25... -
How To Find KYC Id In The CRM
2024-11-04 22:01:03... -
How To Import Leads
2024-11-04 22:01:56... -
How To Change A CFD Currency
2024-11-07 00:53:46... -
How To Set Up Your Communication Platform
2024-11-08 00:20:02IN THE CRM 1. Head over to the "Setup" in the left menu. ... -
How To Create A Task
2024-11-21 01:44:33... -
How To Add A New Email Template
2024-11-21 02:49:26... -
How To Send A Newsletter
2024-11-21 03:21:44... -
How To Open Trades In The CRM
2024-11-27 03:39:30IN THE CRM 1. Go to "Manager platform" in the left menu... -
How To Set New Trader's Presets
2024-11-27 04:59:57IN THE CRM 1. Go to "Traders" in the left menu. ... -
How to Assign Leads from an Affiliate to a Specific Agent
2024-12-05 22:41:41IN THE CRM 1. Navigate to "Setup... -
How To Update An Order
2024-12-27 00:45:10IN THE CRM 1. Go to "Manager Platform... -
How To Add Wallet Addresses On The Platform
2025-01-09 21:48:27ON THE PLATFORM 1. Go t... -
How To Activate Stocks
2025-01-14 18:25:50... -
How To Set Up A Liquidity Wallet
2025-01-15 16:46:07...