主要功能
小工具管理
為系統中每個小工具指派唯一識別碼以便參照。為小工具建立有意義的名稱，便於整理與定位。
動態排序選項
使用箭頭重新排列小工具位置以排序並排定促銷優先順序。透過設定顯示優先順序，客製儀表板上的小工具順序。
客戶控制
在小工具上啟用或停用關閉按鈕，提升使用便利。讓客戶暫時關閉小工具，並可透過重新整理或重設儀表板還原。
自訂選單項目
在促銷分頁使用自訂項目為客戶建立外部連結。設定自訂名稱與項目重新導向的 URL。
運作方式
01
新增小工具
建立並設定含相關資訊的新促銷小工具。
02
整理版面
依重要性排列小工具，打造更個人化體驗。
03
啟用彈性
允許客戶暫時隱藏小工具，介面更清爽。
為何選擇促銷儀表板？
提升參與
以依客戶偏好量身打造的可客製小工具突顯促銷與更新。
精簡管理
輕鬆整理並更新促銷內容。
改善使用者體驗
讓客戶與清爽且相關的儀表板互動。
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.
