Skip to main content

​
CRM Onboarding – Individual Journey

This document outlines the step-by-step process for onboarding an individual as a Direct Selling Agent (DSA) using the CRM platform.

​
1. Accessing the CRM Portal

  • Navigate to the CRM Home Page using your browser.

​
2. Navigating to the DSA Section

  • From the side menu, click on DSA.
  • Under DSA, select Channel Partners.

​
3. Adding a New DSA

  • On the Channel Partners page, click the ”+” button located at the top-right corner.

​
4. Mobile Number Verification

  • The Mobile Verification page will appear.
  • Enter a valid 10-digit mobile number.
  • Click on Submit. OR click on “Send OTP” to verify the number.

​
5. Enter Basic Details

  • The Basic Details page will open.
  • Perform the following steps:
    1. Click on the first dropdown (Type) and select Individual.
  1. Enter First Name and Last Name.
  1. Select the Profession.
  1. Enter a valid Email Address.
  1. Select Gender.
  1. Enter Date of Birth (DOB).
  1. Select the appropriate Partner from the dropdown.
  1. Click on Submit.

​
6. Enter Residential Address

  • The Residential Address page will appear.
  • Fill in the following fields:
    1. Enter House Number
  1. Enter Area.
  1. Enter Pincode – State and City will be auto-fetched based on the pincode.
  • Click on Submit.

​
7. Complete KYC Details

  • The KYC page will now open.
  • Enter and upload the following:
    1. PAN Number (format: XXXXP0000X).
  1. 12-digit Aadhaar Number.
  1. Upload the following documents:
    • PAN Card
      • Aadhaar Front
      • Aadhaar Back
      • Selfie
  • Click on Submit.

​
8. Onboarding Completion

  • The onboarding journey for the individual DSA is now complete.
  • The entry is successfully saved as a Channel Partner.

​
9. Verifying the Entry

  • To verify the newly added DSA:
    1. From the side menu, navigate to DSA > Channel Partners.
    2. The new entry should be visible in the list.
    3. If not visible immediately, use the search feature to find the entry using:
      • Mobile Number
      • Name
      • If you are not able to find the entry on the page you may search by the other details you provided while On-boarding.
Prepared By: Aparmita Srivastav