> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding company

# **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"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image1.png)

* Under the DSA section, click on **"Channel Partners**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image2.png)

* 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.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image0.png)

***

### **4. Mobile Number Verification**

* You will be redirected to the **Mobile Verification** page.

* Enter a **valid 10-digit mobile number**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image4.png)

* Click on **"Submit"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image5.png)

***

### **5. Filling Basic Details**

* The **Basic Details** page will open.

1. Click on the **first dropdown** labeled `Type`, and select **"Company"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image6.png)

2. Fill in the following fields:

   * First Name

   * Middle Name

   * Last Name

   * Email ID

   * Gender

   * Date of Birth

3. Select the appropriate **Partner** from the dropdown.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image7.png)

4. Enter the **Company Name**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image8.png)

5. Select the **Business Type** from the dropdown.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image9.png)

6. Enter the **Company PAN Number**. And Upload the proper **Doc** accordingly.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image10.png)

7. Click on the **"Role in Company"** dropdown and make the correct selection.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image11.png)

8. Click on **"Submit"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image12.png)

***

### **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"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image13.png)

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"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image14.png)

* 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"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image15.png)

#### **🏠 Add Residential Address:**

* Enter the **House Number**, **Area**, **Pincode**.

*State and City auto-fetched.*

* Click on **"Submit"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image16.png)

***

### **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"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-company/image17.png)

***

### **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