SD Registration Form- CP Visit

Modified on Mon, 24 Apr 2023 at 12:57 PM

You will get a quick snapshot of:

1. CP Visit SD Registration Form

2. Accessing CP Visit Details In The SD Registration Form

3. Registering A New CP Site Visit

4. Accessing The SD Details

1. SD Registration Form For Channel Partner

The Guest Relation Executive (GRE)/site register/receptionist at the site can use our Site Digitalization Portal to collect channel partner information during their site visits in real-time.

They can access the Site Visit Digitalization Form for Channel Partners from

The SD Form for CP-Visit includes:

1.1. CP Basic Details

  • Name

  • Mobile number

  • Email

  • Locality


1.2. CP’s Firm Details & Relationship Manager

  • Firm Name

  • Rera ID

  • Relationship Manager's Name

2. Accessing CP-Visit Details

I. Login to


II. Click on the “Channel Partner Visit”.

III. Select the Channel Partner whose registration form you want to access.

Alternatively, you can also filter CP listings by selecting a date range or event status at the top.

IV. All the details related to the CP Visit will open.

3. Registering A New CP Site Visit

I. Login to


II. Click on the “Channel Partner Visit”.

III. Enter the mobile number & click on the ‘Register New Visit’ button. 

IV. The ‘Registration Form’ will appear having all the details.

V. Fill in all the CP details, and CP Firm details, and then add the ‘Relationship Manager’. After adding all the details, click on the ‘Next’ button.

4. Accessing The SD Details

All the CP details captured through our SD portal will be stored in our dashboard and can be downloaded as a CP self-visits dump when required.

You can refer to the Lead Dump Download section from this doc to know how to download the SD details from the dashboard.

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