Run 1ECRMcampaignFind 1person/caseto bring tonext meetingOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Booktime withGary LuCreate 1IPSOpportunityin ECRMAdd in apositivenote in ourTeams ChatSet up 1 IPSappointmentBook timewith ToddWilliamsRun 1ECRMcampaignFind 1person/caseto bring tonext meetingOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Booktime withGary LuCreate 1IPSOpportunityin ECRMAdd in apositivenote in ourTeams ChatSet up 1 IPSappointmentBook timewith ToddWilliams

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