Answer question with support article create a bug ticket roommate/dog interrupted the call walk client through pre-GDL tasker made a CRR ticket "while I have you on the line" 5500 question transfer to onboarding cliche comment about where you are located answered a profit sharing q user merge directing sponsor to account # solving a 2+ week old case helped client with company info change talked to a new GDL employee transferred call to CSA bad internet, dropped call de- escalated a sponsor spanish speaking caller impromptu compliance call terminated plan calling with questions missing ER contributions closed another AM's ticket being called the wrong name Answer question with support article create a bug ticket roommate/dog interrupted the call walk client through pre-GDL tasker made a CRR ticket "while I have you on the line" 5500 question transfer to onboarding cliche comment about where you are located answered a profit sharing q user merge directing sponsor to account # solving a 2+ week old case helped client with company info change talked to a new GDL employee transferred call to CSA bad internet, dropped call de- escalated a sponsor spanish speaking caller impromptu compliance call terminated plan calling with questions missing ER contributions closed another AM's ticket being called the wrong name
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Answer question with support article
create a bug ticket
roommate/dog interrupted the call
walk client through pre-GDL tasker
made a CRR ticket
"while I have you on the line"
5500 question
transfer to onboarding
cliche comment about where you are located
answered a profit sharing q
user merge
directing sponsor to account #
solving a 2+ week old case
helped client with company info change
talked to a new GDL employee
transferred call to CSA
bad internet, dropped call
de-escalated a sponsor
spanish speaking caller
impromptu compliance call
terminated plan calling with questions
missing ER contributions
closed another AM's ticket
being called the wrong name
