Assign aTask toyourselfSchedule theCDS Report -Notes CreatedYesterday tocome to youremailCreate 14Notes inWeek 3Create anOpportunity- Product(Food)Create 16Notes inWeek 4Updateyour VisitDay for 5ProspectsUpdateExpectedClosed Datefor aProspectCreate anOpportunity- Product(Non-Foods)Run the CDS-Contacts ListReport thenExportUpload aProspect'smenu into theDocumentssectionUpdate theOrder Daysfor 5 existingCustomersCreate anOpportunity- BusinessSolutionCreate 10Notes inWeek 1Update 10Contacts witha PrimaryDecisionMakerAdd Websiteaddresses for5 existingCustomersCreate 12Notes inWeek 2Create 2Filters byPostal Codefor ProspectsUpdate 5ProspectsDollars/CasesfieldsAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate anOpportunity- eBusinessSolutionsConvert aProspect toa CustomerUnitRun the CDSReports -Prospects byStage and sendto yourManagerUpdate theOrderingMethod for 5existingCustomersCreate anOpportunity- CulinaryAssign aTask toyourselfSchedule theCDS Report -Notes CreatedYesterday tocome to youremailCreate 14Notes inWeek 3Create anOpportunity- Product(Food)Create 16Notes inWeek 4Updateyour VisitDay for 5ProspectsUpdateExpectedClosed Datefor aProspectCreate anOpportunity- Product(Non-Foods)Run the CDS-Contacts ListReport thenExportUpload aProspect'smenu into theDocumentssectionUpdate theOrder Daysfor 5 existingCustomersCreate anOpportunity- BusinessSolutionCreate 10Notes inWeek 1Update 10Contacts witha PrimaryDecisionMakerAdd Websiteaddresses for5 existingCustomersCreate 12Notes inWeek 2Create 2Filters byPostal Codefor ProspectsUpdate 5ProspectsDollars/CasesfieldsAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate anOpportunity- eBusinessSolutionsConvert aProspect toa CustomerUnitRun the CDSReports -Prospects byStage and sendto yourManagerUpdate theOrderingMethod for 5existingCustomersCreate anOpportunity- Culinary

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