Snuck a snack during a call or meeting Offered Reverse Mortgage Got hung up on had 40+ calls Had a DNM call Used specialist/supervisor chat Made a referral/Closed a sale Closed/Referred CL/CHS Sent an email Set up a callback ran a meeting Talked about the weather with customer attended a meeting Had a ghost call Had a customer from Hawaii Made a Med Sup referral Child or animal noises on call Had one on one Expressed willingness to help Customer gave you a compliment Set up a FAC Used "Wild Kingdom" as value statement Asked customer "How is your overall health?" "Hold on let me get a pen" Snuck a snack during a call or meeting Offered Reverse Mortgage Got hung up on had 40+ calls Had a DNM call Used specialist/supervisor chat Made a referral/Closed a sale Closed/Referred CL/CHS Sent an email Set up a callback ran a meeting Talked about the weather with customer attended a meeting Had a ghost call Had a customer from Hawaii Made a Med Sup referral Child or animal noises on call Had one on one Expressed willingness to help Customer gave you a compliment Set up a FAC Used "Wild Kingdom" as value statement Asked customer "How is your overall health?" "Hold on let me get a pen"
(Print)
Snuck a snack during a call or meeting
Offered Reverse Mortgage
Got hung up on
had 40+ calls
Had a DNM call
Used specialist/supervisor chat
Made a referral/Closed a sale
Closed/Referred CL/CHS
Sent an email
Set up a callback
ran a meeting
Talked about the weather with customer
attended a meeting
Had a ghost call
Had a customer from Hawaii
Made a Med Sup referral
Child or animal noises on call
Had one on one
Expressed willingness to help
Customer gave you a compliment
Set up a FAC
Used "Wild Kingdom" as value statement
Asked customer "How is your overall health?"
"Hold on let me get a pen"
