1. Click on the settings icon from the top navigation bar.

    Settings Icon

  2. Select Onboard Company from the settings dropdown.

    Select Onboard Company

  3. Clicking on it redirects to the Company Onboard page.

    Company Onboard Page

  4. On the Company Onboard page, select a user to associate with the company from the dropdown. This only works if users are already present in the CRM. If no users are available, you need to create one using theCreate New User option.

    Select User

  5. To create a new user, provide the following details:

    • User ID: Test
    • User Email: test@gmail.com
    • Password: Test@123
    • First Name: Test
    • Last Name: User
    • User Type: Select between Power or Normal (click here for more details).
    • License Type: Default is Worker.
    • Phone: 9999999999

    Note: Ensure the email ID is valid, as the User ID and password will be sent to the provided email.

    Create User

  6. After creating the user, provide the company details:

    • Company ID: Unique identifier
    • Company Description: Add relevant information

    Note: Once added, the company details cannot be changed.

    Add Company Details

  7. Next, select the Group to associate with the company.

    Select Group

  8. If the group policy is set to FILTER, define conditions for leads to flow to the company. Example:

    On your website, you have a field Part with optionsengine and transmission. If you want leads with "Part = engine" to flow to this company, set the filter accordingly. Use operations like equals, not equals, etc., and specify the value.

    Note: If the group policy is ALL,RR, or RROBIN, filters are not required.

    Set Filters

  9. After selecting the group and adding filters (if applicable), click on the Next button.

    Next Button

  10. Click Next to proceed to the quota settings page.

    Quota Settings

  11. On the quota settings page (optional), you can:

    • Set company lead quotas.
    • Add daily limits and business hours.
    • Define quota validity.

    Click Submit to proceed.

    Quota Page

  12. After submission, you can:

    • Send an invoice to the company.
    • Send a confirmation email.
    • Visit the company page using the Visit Company option.
    Company Options

  13. If sending an invoice, a popup will prompt you to:

    • Enter the amount to invoice.
    • Select the currency (e.g., USD, INR).
    • Define cost per lead if a quota was set, or use a fixed price.
    Send Invoice