🏷️ Step 4: Follow Your Designation Instructions
Now that your profile is complete and you are onboarded in Zoho, the next step is to start performing tasks based on your designated role.
Most starters in the Sales Department will begin as CRS (Company Research Specialist).
🔹 1. Visit Designation Portal
- Go to designation.obaol.com (opens in a new tab)
- Check your assigned role and its responsibilities
- Focus on practical CRS tasks first — don’t worry about commission details yet
🔹 2. CRS Starter Tasks
- CRS1 Module: Go through initial research modules for company data
- Collect required data: Contact your admin team or management for access to buyer/company information
- Start research tasks according to the CRS checklist
🔹 3. Hands-On Real-Time Experience
Instead of attending multiple theory classes, you will gain real-time, hands-on experience working with actual data and live systems.
- This allows you to learn faster and understand the OBAOL system deeply
- You will experience how processes work in real scenarios
- Hands-on learning ensures you retain knowledge and perform confidently
🔹 4. Communication & Reporting
- Use Zoho Cliq for reporting your progress
- Ask your assigned mentor, admin, or RP/BDA for guidance if unsure
- Keep records of completed research tasks for verification
✅ Key Takeaways
- Start work based on your CRS role
- Focus on company data collection and verification tasks
- Gain hands-on, real-time experience instead of attending multiple theory classes
- Communicate regularly with admin or mentor
- Reference the designation portal for role-specific guidance