Every workday should begin with a consistent software start-up process. Following this technology checklist to ensure you are ready to sell, serve members, and stay compliant.

Step 1: Connect to VPN

  • Locate the Cisco AnyConnect Secure Client on your desktop.
  • Select PFP-AnyConnect and click Connect.
  • Enter your VPN password.
  • Open your cell phone and approve the Duo push notification within 7 seconds.
  • Wait for the ✅ green check mark confirming your VPN is active.

For more help with the VPN click here: insert VPN walkthrough link

Step 2: Open Webex

  • Launch Webex from your desktop.
  • Confirm your extension is showing under the dial pad. If not, log out and back in.
  • Use Webex for calls, chat with teammates, and video meetings throughout the day.

For more help with Webex click here: insert Webex Walkthrough link

 

Step 3: Lifeguard (LG)  

Click the LifeGuard Connected icon on your desktop → enter your credentials when prompted.

  • Username: first initial + last name (ex: JPublic).
  • Password: your VPN password (unless you’ve reset it)
  • Confirm version date at login matches the most recent Tuesday.

Step 4: Log into CRM 10

  • Navigate to CRM 10 Production Site. 
  • Username: first initial + last name (ex: JPublic).
  • Password: your VPN password (unless you’ve reset it).
  • Enter the 6-digit Duo code from your phone within 30 seconds.
  • If prompted for CTI password, re-enter your updated VPN password and click Save.


Step 5: Open Outlook

  • Check Outlook for important updates from IT, Training, and Management.
  • Ensure you click Outlook after the VPN or your email will not work correctly. 

Step 6: Verify Your Tools ✅

  • VPN is connected and green check is showing.
  • Webex phone and IM are running properly.
  • LG is synced and running the latest version.
  • CRM 10 is open and the cache is cleared (Monday only).
  • Email and PFPU are open for reference.


Step 7: Syncing


CRM 10

  • Every Monday, clear your CRM 10 cache before starting work. It will automatically log you back in after doing the process. For additional help click here: insert CRM clear cache link


LG

  • Every Wednesday morning, run the LG Sync tool on your desktop to update with the latest SML code.
  • Download and run the update, select Get New Code, and let it finish.
  • Restart your computer when prompted to apply the update.

Pro Tips

  • Restart your computer daily after your shift. Leave it plugged in and open so IT can push updates overnight.
  • Never use personal cell phones for member calls — CRM 10 and Webex are required to ensure compliance and call recording.
  • Clear cache weekly and sync LG weekly to avoid sales or compliance issues.