Entering Re-DM meeting and Re-Enrollments

Go To CCLM:

Once you login to CCLM, it should take you to the next screen; if not, have your computer remember you and proceed when you get loged in.

F

Once you are loged in. This screen will be whatever screen you had last, if it opens POWERBI (or another screen, go back to the tab you were and change it to something that stays on that tab/window and this way it will not open a product you are not needing at the moment)

Now that you are on the screen above, click the caret next to Sales. This will bring up the below menu to click on "Open Enrollment Planning"

U

This will bring you to the "Open Enrollment Planning" Area. To make it easy, let us change the view to always be below. Whatever shows up where "LIR Year View" click the caret next to it and select "LIR Year View" then click the thumb tack to lock this view as your default.

C

Now that we are on this page, one can update the RE-DM and RE-Enrollment information

K

The above page can be sorted however you want. Any field above that does not have a lock is EDITABLE

Congratulations on the RE-DM and RE-Enrollments!