Assign Different Transactions to Different Managers with UpTrader's Latest Update
UpTrader, a leading fintech firm, has launched a new update for its Back office UpTrader CRM that enables users to assign different transactions to different managers. Previously, all transactions were linked by default to the client's manager, but this could be manually adjusted. The main goal of this update is to maximize automation, increase transparency, and make the process more user-friendly for employees.
This feature becomes significantly beneficial when considering the calculation of managers' bonuses. While typically Manager A works with the client, there might be scenarios where the client attends an exhibition or a special event, and interacts with Manager B, who convinces them to make a deposit. In such cases, while the client remains assigned to Manager A, the credit for this specific deposit is attributed to Manager B. This ensures that the efforts of each manager are individually recognized and accurately reflected in their bonus calculations, fostering a more equitable work environment.
In some situations, it may be necessary to involve staff from other departments like financial department, security department or support for certain types of transactions. The CRM currently supports several types of transactions, including:
- Deposit: When a user deposits funds into their account, it can be recorded as a Deposit transaction.
- Withdrawal: When a user withdraws funds from their account, it can be recorded as a Withdraw transaction.
- Deposit compensation: When a user requests a refund, it can be recorded as a Refund transaction.
- Internal transfer: When a user transfers funds between accounts, it can be recorded as an Internal transfer transaction.
To reassign transactions to other staff members, go to the Backoffice Interface and select Deposits / Withdrawals / Internal transfers (depending on the type of transaction). Click on the transaction and choose the respective employee.
This feature simplifies the management of transactions and makes it easier to quickly identify the staff member responsible for a particular transaction. With this latest update, UpTrader continues to demonstrate its commitment to improving the user experience and streamlining processes for its clients.
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