Create 1IPSOpportunityin ECRMRun 1ECRMcampaignAdd in apositivenote in ourTeams ChatOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Booktime withGary LuSet up 1 IPSappointmentBook timewith ToddWilliamsFind 1person/caseto bring tonext meetingCreate 1IPSOpportunityin ECRMRun 1ECRMcampaignAdd in apositivenote in ourTeams ChatOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Booktime withGary LuSet up 1 IPSappointmentBook timewith ToddWilliamsFind 1person/caseto bring tonext meeting

IPS Bingo Spring - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Create 1 IPS Opportunity in ECRM
  2. Run 1 ECRM campaign
  3. Add in a positive note in our Teams Chat
  4. Open 1 IPS Account (IRA, 529, rollover, transfer, Pac Life, Jackson, Brokerage, Advisory)
  5. Book time with Gary Lu
  6. Set up 1 IPS appointment
  7. Book time with Todd Williams
  8. Find 1 person/case to bring to next meeting