How to use the CRM

Turn on client registration and share your sign-up link

4 min read 0 viewsby Alphorix Team

Your workspace gets its own registration link: https://alphorix.net/register/<your-workspace>. Clients use it to create an account, fill in their details and upload KYC documents.

If someone opens the link and sees "Registration isn't available right now", registration has not been turned on yet for your workspace. Follow step 1.

1. Switch it on

  1. Go to Revenue → Clients & IBs → Settings (admins and sub-admins).
  2. Turn on Client registration enabled.
  3. Choose your options:
    • Email verification code — clients confirm their email with a 6-digit code before continuing.
    • Ask for gender — adds the field to step 1.
    • Require approved KYC before IB approval — clients must be verified before you can approve them as an IB.
  4. Click Save. The link works straight away.

2. What the client sees

The sign-up has 4 steps, in English or Arabic (the client switches language at the top):

  1. Account — name, email, phone, country, password (or Continue with Google).
  2. Personal details.
  3. Financial profile and experience.
  4. Agreements, then Submit.

After submitting, they land in their client portal, where they upload proof of identity and proof of address and follow their status.

  • Copy it from Clients & IBs → Settings, or
  • Send it to a specific lead from the lead page with Invite to register (see Invite leads to register).

Every registration creates or updates the matching CRM lead and tags it client-registration, so nothing is lost.

Tips

  • Put the link in your landing pages, WhatsApp templates and email signatures.
  • Referral links from IBs and affiliates add ?ref=CODE — the client is attributed to that partner automatically.
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