How to add a new client in Rabbit Invest
To add a new client in Rabbit Invest, open Clients and tap Add Lead. Enter the client’s name and mobile number, set the lead status, and tap Save Customer. PAN and a CAS PDF are optional and can be added later. The lead then appears in Clients, ready to onboard.
Steps
Open Clients and tap Add Lead
Every new client starts as a lead.
Enter the name and mobile number
These two details are all you need to save the lead.
Add PAN if you have it, and set the lead status
PAN is optional at this stage.
Add a CAS PDF now or later
Uploading the CAS brings in the client’s existing holdings.
Tap Save Customer
The lead is created.
Find the lead in Clients
It is ready for onboarding whenever the client is.
If something does not work
Do I need the client’s PAN to add them?
No. A name and mobile number are enough to add a lead. PAN is needed later, during onboarding.
What happens after I add a lead?
Open the lead and complete onboarding so the client can transact. See the guide on onboarding a client.
