OBCRM Setup & Operational Guides
Platform Guides & Setup Manuals
Welcome to the OBCRM documentation center. These guides assist administrators and operations supervisors in provisioning their agency workspaces cleanly.
1. Account & Branch Setup
Provision your subdomains, specify timezone parameters, configure regional branch offices, and declare country-specific visa subclasses.
2. Ingestion Webhooks Integration
Copy your unique lead ingestion webhook URLs, embed them in your public web forms or QR-code intake flows, and test payload mapping.
3. Twilio WhatsApp Inbox Setup
Input your Twilio Account SID and Auth Tokens inside Settings, verify test connections, and map inbound WhatsApp chats to Counselor queues.
4. Invoices & Accountant Verification
Configure manual invoicing schedules, define sub-agent splits, and lock compliance check checkpoints until wiring deposits are approved.
Security Roles & Permissions Configuration
Before onboarding counselors, configure role-based access rules (RBAC). Restrict counselor profiles from deleting student transcript packages or downloading bulk lead registers to maintain compliance.
Need Help?
If your operations team requires assistance with data migration templates or custom integration configurations, reach out to our advisory desk: support@obcrm.net.