Prospect Appointment CARE Profile Created in CRM Appointment with Prospect Completed Business Referral to Partners SIGLOC App from Business Client Business Client Referral to PFA/FA Consumer DDA from Business Client 3 or more Apts on 6/7 Approval of Small Business App 6/3 - 6/7 RALOC App up to $75K Obtained Business Credit Card App Obtained RALOC App above $75K Referral to SBB FN Works Onsite Scheduled Existing Client CARE Profile Created in CRM Merchant Services Referral Submitted to rep RALOC App up to $50K Obtained CREM Referral to SBB Business DDA Lease Referral to SBB Lease Referral to SBB HELOC App from Business Client Appointment with COI Completed 3 or more Apts on 6/6 Business DDA Term Loan App Obtained Prospect Appointment CARE Profile Created in CRM Appointment with Prospect Completed Business Referral to Partners SIGLOC App from Business Client Business Client Referral to PFA/FA Consumer DDA from Business Client 3 or more Apts on 6/7 Approval of Small Business App 6/3 - 6/7 RALOC App up to $75K Obtained Business Credit Card App Obtained RALOC App above $75K Referral to SBB FN Works Onsite Scheduled Existing Client CARE Profile Created in CRM Merchant Services Referral Submitted to rep RALOC App up to $50K Obtained CREM Referral to SBB Business DDA Lease Referral to SBB Lease Referral to SBB HELOC App from Business Client Appointment with COI Completed 3 or more Apts on 6/6 Business DDA Term Loan App Obtained
(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.
Prospect Appointment CARE Profile Created in CRM
Appointment with Prospect Completed
Business Referral to Partners
SIGLOC App from Business Client
Business Client Referral to PFA/FA
Consumer DDA from Business Client
3 or more Apts on 6/7
Approval of Small Business App 6/3 - 6/7
RALOC App up to $75K Obtained
Business Credit Card App Obtained
RALOC App above $75K Referral to SBB
FN Works Onsite Scheduled
Existing Client CARE Profile Created in CRM
Merchant Services Referral Submitted to rep
RALOC App up to $50K Obtained
CREM Referral to SBB
Business DDA
Lease Referral to SBB
Lease Referral to SBB
HELOC App from Business Client
Appointment with COI Completed
3 or more Apts on 6/6
Business DDA
Term Loan App Obtained