In the latest version of UTIP CRM 3.22.0, we have introduced a new feature to activate trader accounts directly within the system and enabled managers to multitask on several desks simultaneously.

Seamless trader activation within CRM

Simplify client onboarding with direct trader activation in the UTIP CRM. Now, your team can manually complete the process for customers who haven’t finished email registration — no separate switch to the Admin’s Room needed!

With all management taking place in a single window, your brokerage team enjoys greater convenience and faster operations.

Simple multi-desk management

Sales managers are no longer confined to a single CRM desk; they can now operate across multiple ones simultaneously!

Previously, assigning an employee to a single desk limited their ability to service clients from different segments. This new flexibility lets you spread out the workload and reorganize your team in a way that is better for everyone, leading to more efficient processes and lower operational costs.

As we roll out version 3.22.0, managers will retain access to their past desks. In addition, administrative staff will be empowered to assign extra ones to employees in order to meet evolving workflow demands.

Want the full story on UTIP CRM 3.22.0? Our sales team has all the details. 

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