> ## 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 individual

# **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.

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## **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**.

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

* Under DSA, select **Channel Partners**.

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

***

## **3. Adding a New DSA**

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

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

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## **4. Mobile Number Verification**

* The **Mobile Verification** page will appear.

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

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

* Click on **Submit**. OR click on “**Send OTP**” to verify the number.

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

***

## **5. Enter Basic Details**

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

* Perform the following steps:

  1. Click on the **first dropdown** (Type) and select **Individual**.

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

2. Enter **First Name** and **Last Name**.

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

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

3. Select the **Profession**.

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

4. Enter a **valid Email Address**.

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

5. Select **Gender**.

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

6. Enter **Date of Birth (DOB)**.

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

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

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

8. Click on **Submit**.

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

***

## **6. Enter Residential Address**

* The **Residential Address** page will appear.

* Fill in the following fields:

  1. Enter **House Number**

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

2. Enter **Area**.

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

3. Enter **Pincode** – *State and City will be auto-fetched based on the pincode*.

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

* Click on **Submit**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image18.png)

***

## **7. Complete KYC Details**

* The **KYC** page will now open.

* Enter and upload the following:

  1. **PAN Number** (format: **XXXXP0000X**).

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image19.png)

2. **12-digit Aadhaar Number**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image20.png)

3. Upload the following documents:

   * PAN Card

     * Aadhaar Front

     * Aadhaar Back

     * Selfie

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image21.png)

* Click on **Submit**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image22.png)

***

## **8. Onboarding Completion**

* The onboarding journey for the individual DSA is now complete.

* The entry is successfully saved as a **Channel Partner**.

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## **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