• Access https://abhiconnect.adityabirlacapital.

com/#/login
• Login ID is the Agent code (or Login code) shared by ABHI
• Login mode (1)
• Best way to login is through OTP. The OTP is shared to agent’s registered email ID and
mobile number
• Login mode (2)
• First time default password to login is Abhi@12345
• After first time login, system will force the user to reset password.
• Password validity is 30 days and need to be reset as per current infosec policy
• Forgot password option is also available, whereby link to reset new password will be
shared on agent’s registered contact detail
 Enter Login ID
and Password or
Login via OTP
1. All Leads as
2. Time line
per the Time
for viewing
line selected
Leads
The Leads visible
are for the entire
team including
Agents
 Click here and
select if leads for
any specific agent
to be viewed,
unselect all to view
your leads
 2. This will
1. Click on View display all the
Lead to access leads
the leads
 Click to see all
the leads
assigned to you
 Click to see all
the unassigned
leads
 See campaign
name to view
leads from Cross-
Sell
 Scroll the
leads towards
right to see
further details

Product to be
pitched to the Premium to
customer be pitched to
the customer
Click on phone
no to view the
full no
 Click on the
email to view
the email ID
 Click on this
icon to assign
the leads
Type the name
to assign the
lead
Select the user
and save it
Click here to
update the
status of the
lead
Select the
Status
Select the
Status
Select the Sub-
Status and save
Click here to
add notes for
the lead
Add the details
as required and
save
Click on these 3
dots for more
options
Click to Edit the
Lead details
 Enter the new
details and save
Click to mark
the lead as
duplicate
 Enter the
original Lead ID
Click top view
the Audit Trail
of the Lead
Click to issue a
quick quote for
the lead
Click on create
lead and enter
the required
details
 3. Click to add
new Tasks

2. Tasks
Scheduled as
per the dates

1. Click to view
the calendar
 Enter the details
and save to
Schedule the tasks