Schedule theCDS Report -Notes CreatedYesterday tocome to youremailCreate 12Notes inWeek 2Create anOpportunity- Product(Food)Assign aTask toyourselfUpload aProspect'smenu into theDocumentssectionCreate anOpportunity- CulinaryUpdateExpectedClosed Datefor aProspectAdd Websiteaddresses for5 existingCustomersUpdate 5ProspectsDollars/CasesfieldsCreate 14Notes inWeek 3Create 16Notes inWeek 4Create anOpportunity- eBusinessSolutionsUpdateyour VisitDay for 5ProspectsUpdate theOrderingMethod for 5existingCustomersUpdate theOrder Daysfor 5 existingCustomersUpdate 10Contacts witha PrimaryDecisionMakerCreate anOpportunity- Product(Non-Foods)Create 10Notes inWeek 1Convert aProspect toa CustomerUnitRun the CDSReports -Prospects byStage and sendto yourManagerRun the CDS-Contacts ListReport thenExportCreate anOpportunity- BusinessSolutionAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate 2Filters byPostal Codefor ProspectsSchedule theCDS Report -Notes CreatedYesterday tocome to youremailCreate 12Notes inWeek 2Create anOpportunity- Product(Food)Assign aTask toyourselfUpload aProspect'smenu into theDocumentssectionCreate anOpportunity- CulinaryUpdateExpectedClosed Datefor aProspectAdd Websiteaddresses for5 existingCustomersUpdate 5ProspectsDollars/CasesfieldsCreate 14Notes inWeek 3Create 16Notes inWeek 4Create anOpportunity- eBusinessSolutionsUpdateyour VisitDay for 5ProspectsUpdate theOrderingMethod for 5existingCustomersUpdate theOrder Daysfor 5 existingCustomersUpdate 10Contacts witha PrimaryDecisionMakerCreate anOpportunity- Product(Non-Foods)Create 10Notes inWeek 1Convert aProspect toa CustomerUnitRun the CDSReports -Prospects byStage and sendto yourManagerRun the CDS-Contacts ListReport thenExportCreate anOpportunity- BusinessSolutionAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate 2Filters byPostal Codefor Prospects

CDS NAME: - 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. Schedule the CDS Report - Notes Created Yesterday to come to your email
  2. Create 12 Notes in Week 2
  3. Create an Opportunity - Product (Food)
  4. Assign a Task to yourself
  5. Upload a Prospect's menu into the Documents section
  6. Create an Opportunity - Culinary
  7. Update Expected Closed Date for a Prospect
  8. Add Website addresses for 5 existing Customers
  9. Update 5 Prospects Dollars/Cases fields
  10. Create 14 Notes in Week 3
  11. Create 16 Notes in Week 4
  12. Create an Opportunity - eBusiness Solutions
  13. Update your Visit Day for 5 Prospects
  14. Update the Ordering Method for 5 existing Customers
  15. Update the Order Days for 5 existing Customers
  16. Update 10 Contacts with a Primary Decision Maker
  17. Create an Opportunity - Product (Non-Foods)
  18. Create 10 Notes in Week 1
  19. Convert a Prospect to a Customer Unit
  20. Run the CDS Reports - Prospects by Stage and send to your Manager
  21. Run the CDS - Contacts List Report then Export
  22. Create an Opportunity - Business Solution
  23. Assign a Regional Chain Manager to your Customer / Prospect as applicable
  24. Create 2 Filters by Postal Code for Prospects