Onboarding New Customer
Before you begin, have the customer's BVN or NIN ready. Caltos uses one of these verification numbers to retrieve and pre-fill the customer's biodata. You should also have their current contact, residential, employment, identification-document, and bank-account details available for review or completion.
Step 1: In the left navigation, open Customers.
Step 2: Select "Add new customer".
Step 3: Choose "Add single customer".
Step 4: Greenleaf opens the Add customer workflow. The progress bar shows the three stages: Biodata, Documents, and
Bank.
Ste 5: On the Biodata step, choose either Bank Verification Number (BVN) or National Identity Number (NIN).
Step 6: Enter the selected verification number in Input your verification number here.
Step 7: Select "Fetch details".
Step 8: Review and complete the form; check or complete the following fields as applicable:
-First Name
- Last Name
- Middle Name
- Date of Birth
- Phone Number
- Email
- Bank Verification Number (BVN)
- National Identification Number
- Workplace Name & Location
- Alternative Phone Number
- Country
- State
- Residential address
- IPPIS Number
Step 9: When the information is correct, select "Upload customer's document" to continue.
Step 10: Select a document type.
1. National ID card.
2. Voters card.
3. Driver's licencse.
Step 11: select the upload area to browse for it to upload a; .jpeg, .png, .pdf file.
Step 12: Confirm that the uploaded document appears in the list, then select "Proceed to bank details form".
Step 14: Select the customer's bank name.
Step 15: Enter the account number.
Step 16: Select Verify Account once the button becomes available.
Step 17: Confirm that the returned account information belongs to the customer.
Step 18: After the customer's bank account has been verified and all details have been reviewed, select "Add Customer".