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How to Onboard an individual from CRM

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.

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2. Navigating to the DSA Section

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

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3. Adding a New DSA

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

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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.

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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.

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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.

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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.

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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.

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10. Onboarding “Individual” User Type to “Payee”

To convert an Individual DSA user to a Payee and successfully push their details to the NS (National System).

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Steps to Onboard an Individual as a Payee:

  1. Navigate to the Individual DSA Listing:
    • Go to the section where individual DSA entries are listed.
  2. Open the DSA Profile:
    • Click on the eye icon next to the relevant DSA entry to open the profile.
  1. Update User Type to Payee:
    • In the DSA profile, click the pencil/edit icon next to the User Type field.
  • From the dropdown, select “Payee”.
  1. Verify PAN and Bank Details:
    • Ensure that valid PAN and bank account details are saved.
    • Note: For “Payee” users, having a valid PAN and bank account is mandatory. Without these, the user cannot be pushed to the NS system.
  2. Enter NS Details:
    • Scroll down to the Details section.
    • Locate and click on the “NS Details” option.
  1. Push to NS:
    • Once the NS details are filled and verified, click the “Push to NS” button.
    • Upon successful push, a confirmation message will appear indicating the entry has been pushed to NS.

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Important Notes:

  • Ensure all required fields are filled accurately.
  • The PAN must be in a valid format and match government records.
  • The bank account should be active and verifiable.
Prepared By: Aparmita Srivastav