| A | B |
|---|
| Lead | A product like Life Insurance, Auto, or Homeowners |
| Contact | Someone that has membership with CSAA |
| A P&C referral life lead MUST be created | by creating a new lead in CLM |
| Lead is to a Product Line | As Contact is to CSAA Membership |
| The CLM user id is typically the... | The network user id ("G #" |
| Password is always the | first 4 digits of your SSN followed by your network user ID |
| Sales Stage 02-New (Life) means | this is a warm lead which a member is interested |
| Sales Stage 01-Prospecting (Life) means | a CSAA Member with Homeowners insurance that has recently made a change to their existing policy |
