Dashboard to be created for SahiPay

SahiPay API Intergration SahiBandhu

Call to Client made by

customer care asking for More
details:- Lead to be
Customer will visit Lead will get
1. Appoinment Date and Time
flowed to
SahiPay App and
flowed to SBO
choose 2. Gold Weightage
SahiBandhu
accordingly for 3. Facility required like Inbranch according to
requierment of Details captured in SP customer care
Gold Loan
or Doorstep Pincode
app portal
4. Pupose of Loan assigned
1. Name 5. Explaination of Product by CC
2. Contact details team according to customer
3. Loan Requierment need. Lead update to be provided by SBO,
4. Address updates can be following
5. Pincode 1. Client interested
6. Gold SBO to expalin 2. Client not interested
Inbranch and 3. Gold not Sufficient
Doorstep services
according to client
4. Appoinment not confirmed by client
need 5. Just enquring

Any reason with If client is

S.No 2,3,4,5 to interested -
be updated in Appoinment to
MIS to be shared
with SahiPay on app and close be confirm and
weekly & Monthly the lead proceed
basis .

lead closed at
Inbranch or
doorstep-updation
to be given in
SahiBandhu App