核心功能
小组件管理
为系统中每个小组件分配唯一标识符，便于引用。为小组件创建有意义的名称，以便更好地组织与定位。
动态排序选项
使用箭头重新排列小组件位置以排序并优先展示促销。通过设置展示优先级定制仪表盘上小组件的顺序。
客户控制
在小组件上启用或禁用关闭按钮，以提升用户体验。允许客户临时关闭小组件，并可通过刷新或重置仪表盘恢复。
自定义菜单项
在推广选项卡中使用自定义项为客户创建外部链接。设置自定义名称与跳转 URL。
运作方式
01
添加小组件
创建并配置含相关信息的新推广小组件。
02
组织布局
按重要性排列小组件，获得更个性化的体验。
03
启用灵活性
允许客户临时隐藏小组件，保持界面更简洁。
为何选择推广仪表盘？
提升参与度
以契合客户偏好的可定制小组件突出促销与更新。
简化管理
轻松组织并更新推广内容。
改善用户体验
让客户在简洁相关的仪表盘中互动。
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
