CCC

eCCC/ MAP

ME

Referral Rep

CU rep

CU rep

Connector who made initial call

Inbound Connector Rep

n/a

Member calls back, Connector transfers

Member calls back, Connector transfers

Connector Rep

n/a

Connector who made initial call

N/A

Where info can be found

Not in CRM

CRM – eCURP Referral 

in recent activities

CRM – recent activities 

AR/ Lapsed/ NTO/ Expired/ Upsell

Prospective Member

Carrier Transfer

Referral Rep

Person who made last Outbound call

Whoever transfers 

Person from carrier

Inbound Connector Rep

Transfer from Meesha W, Jessica G, Trever B, Raven B, or Schnell H.

Whoever transfers, same person twice

z- direct call in