Skip to main content

​
CRM Onboarding – Company Journey

This document outlines the step-by-step process for onboarding a Company using the CRM platform.

​
1. Accessing CRM

  • Open the CRM Home Page in your web browser.

​
2. Navigating to DSA

  • From the left-side menu, click on “DSA”.
  • Under the DSA section, click on “Channel Partners
  • The Channel Partners page will now open.

​
3. Adding a New DSA

  • Click on the ”+” button located at the top-right corner of the page.

​
4. Mobile Number Verification

  • You will be redirected to the Mobile Verification page.
  • Enter a valid 10-digit mobile number.
  • Click on “Submit”.

​
5. Filling Basic Details

  • The Basic Details page will open.
  1. Click on the first dropdown labeled Type, and select “Company”.
  1. Fill in the following fields:
    • First Name
    • Middle Name
    • Last Name
    • Email ID
    • Gender
    • Date of Birth
  2. Select the appropriate Partner from the dropdown.
  1. Enter the Company Name.
  1. Select the Business Type from the dropdown.
  1. Enter the Company PAN Number. And Upload the proper Doc accordingly.
  1. Click on the “Role in Company” dropdown and make the correct selection.
  1. Click on “Submit”.

​
6. Company Details

  • You are now redirected to the Company Details page.
  1. Fill in the following:
    • Phone Number
    • Short Name
    • Date of Incorporation
    • MSME Number (in correct format)
    • GST Number (in correct format)
  2. Upload the required documents.
  3. Click on “Submit”.
Additional Documents for different Company types: COI (Certificate of Incorporation) is mandatory for:
  • Pvt. Ltd.
  • Public Ltd.
Condition: Only when user selects “No” for GST availability. Partnership:
  • Partnership Deed (mandatory upload)
  • Partnership Authority Letter (PAL) (mandatory upload) Private Limited:
  • Board Resolution (BR) (mandatory upload)
  • List of Directors & Shareholders (manual entry, with a minimum of two persons; mandatory upload)

​
7. Address Section

  1. Fill in the following:
    • House Number
    • Area
    • Pincode
  2. Note: State and City will be fetched automatically.
  3. Click on “Submit”.

​
➕ Add Billing Address (If Required):

  • Click on “+Billing Address”.
  • If billing address is the same as primary, enable the “Same as Primary” toggle.
  • If not, fill in the billing address manually.
  • Click on “Submit”.

​
🏠 Add Residential Address:

  • Enter the House Number, Area, Pincode.
State and City auto-fetched.
  • Click on “Submit”.

​
8. KYC Details

  1. Enter valid:
    • PAN Number
    • Aadhaar Number
  2. Upload the following documents:
    • PAN Card
    • Aadhaar Front
    • Aadhaar Back
    • Selfie Photograph
  3. Click on “Submit”.

​
Completion

  • The Company Onboarding process is now complete.
  • The entry is saved under the Channel Partner.

​
Verifying the Entry:

  1. From the side menu, navigate to:
    • DSA > Channel Partners
  2. You will find your entry listed on this page.
  3. If you cannot locate it immediately, use the Search feature:
    • Search by Mobile Number, Name, or any other onboarding detail.
Prepared By: Aparmita Srivastav