BusinessClientReferral toPFA/FAMerchantServicesReferralSubmitted toREPAppointmentwith COICompletedApproval ofSmallBsuinessApp 6/3-6/7CREMReferralto SBBLeaseReferralto SBBProspectAppointmentCARE ProfileCreated inCRMBusinessDDARALOC Appabove $75KReferral toSBB3 or moreApts on6/7BusinessCreditCard AppObtainedHELOCApp fromBusinessClientSIGLOCApp fromBusinessClientFN WorksOnsitedScheduledExistingClient CAREProfileCreated inCRM3 or moreApts on6/6BusinessDDATermLoan AppobtainedRALOCApp up to$75KobtainedRALOCApp up to$50KobtainedAppointmentwithProspectCompletedBusinessReferral toPartnersConsumerDDA fromBusinessClientLeaseReferralto SBBBusinessClientReferral toPFA/FAMerchantServicesReferralSubmitted toREPAppointmentwith COICompletedApproval ofSmallBsuinessApp 6/3-6/7CREMReferralto SBBLeaseReferralto SBBProspectAppointmentCARE ProfileCreated inCRMBusinessDDARALOC Appabove $75KReferral toSBB3 or moreApts on6/7BusinessCreditCard AppObtainedHELOCApp fromBusinessClientSIGLOCApp fromBusinessClientFN WorksOnsitedScheduledExistingClient CAREProfileCreated inCRM3 or moreApts on6/6BusinessDDATermLoan AppobtainedRALOCApp up to$75KobtainedRALOCApp up to$50KobtainedAppointmentwithProspectCompletedBusinessReferral toPartnersConsumerDDA fromBusinessClientLeaseReferralto SBB

METRO Small Business Blitz - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Business Client Referral to PFA/FA
  2. Merchant Services Referral Submitted to REP
  3. Appointment with COI Completed
  4. Approval of Small Bsuiness App 6/3-6/7
  5. CREM Referral to SBB
  6. Lease Referral to SBB
  7. Prospect Appointment CARE Profile Created in CRM
  8. Business DDA
  9. RALOC App above $75K Referral to SBB
  10. 3 or more Apts on 6/7
  11. Business Credit Card App Obtained
  12. HELOC App from Business Client
  13. SIGLOC App from Business Client
  14. FN Works Onsited Scheduled
  15. Existing Client CARE Profile Created in CRM
  16. 3 or more Apts on 6/6
  17. Business DDA
  18. Term Loan App obtained
  19. RALOC App up to $75K obtained
  20. RALOC App up to $50K obtained
  21. Appointmentwith Prospect Completed
  22. Business Referral to Partners
  23. Consumer DDA from Business Client
  24. Lease Referral to SBB