Adding a New Client and Requesting Consent

In this procedure, you will learn how to add a new client as a lead and request their consent before setting up their investment account. The process includes logging into the partner platform, creating a lead with the necessary information, and sending a consent request. Follow the steps below for detailed instructions.

Step 1

Upon logging into the platform at partners.creso.in, you will see the landing page. Navigate to the home screen where you will find the "New Client" button.

Step 2

Click on the "New Client" button to access the option to add a mobile number.

Step 3

Enter a 10-digit mobile number along with the client's name to create a lead.

Step 4

To fully create a lead, a PAN (Permanent Account Number) and email address are optional. However, to send a link requesting consent before setting up their investment account, you must add a PAN. Click on "Create Account" to simultaneously create the lead and send the consent request link.

Step 5

Let's first see how to simply add a lead without sending a consent request.

Step 6

After clicking "Create Account," the client will be added as a lead. You can verify this by clicking to open the account of the lead directly or by navigating to the "Clients" section to see that the client has been added.

Step 7

To request consent, locate the "Actions" section and select "Request Consent." Remember, adding a PAN number is essential for sending this request.

Step 8

Add the PAN number and proceed by clicking "Request Consent."

Step 9

A link will be sent to the client's phone number, allowing them to provide consent before you proceed to set up their investment account. This completes the process of adding a new client as a lead and requesting their consent.