Portals
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App for Assisted Sales
Web App
Onboarding Button
1min
The onboarding button is used to Onboard a new customer. This helps the RM to start an RM-assisted journey for the applicant. It can be done in a few steps:
- Click on the 'Onboarding Button'
- Enter the full name of the applicant, email ID and phone number.
- Select the flow from the dropdown.
- Select the Branch.
- Click on the Onboarding Button.
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].