Update 10Contacts witha PrimaryDecisionMakerAdd Websiteaddresses for5 existingCustomersUpdateyour VisitDay for 5ProspectsRun the CDS-Contacts ListReport thenExportUpdateExpectedClosed Datefor aProspectConvert aProspect toa CustomerUnitCreate 14Notes inWeek 3Create anOpportunity- eBusinessSolutionsAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate anOpportunity- BusinessSolutionCreate 12Notes inWeek 2Create anOpportunity- Product(Non-Foods)Update theOrderingMethod for 5existingCustomersCreate anOpportunity- CulinaryCreate 2Filters byPostal Codefor ProspectsCreate anOpportunity- Product(Food)Update 5ProspectsDollars/CasesfieldsUpdate theOrder Daysfor 5 existingCustomersUpload aProspect'smenu into theDocumentssectionCreate 10Notes inWeek 1Schedule theCDS Report -Notes CreatedYesterday tocome to youremailAssign aTask toyourselfCreate 16Notes inWeek 4Run the CDSReports -Prospects byStage and sendto yourManagerUpdate 10Contacts witha PrimaryDecisionMakerAdd Websiteaddresses for5 existingCustomersUpdateyour VisitDay for 5ProspectsRun the CDS-Contacts ListReport thenExportUpdateExpectedClosed Datefor aProspectConvert aProspect toa CustomerUnitCreate 14Notes inWeek 3Create anOpportunity- eBusinessSolutionsAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate anOpportunity- BusinessSolutionCreate 12Notes inWeek 2Create anOpportunity- Product(Non-Foods)Update theOrderingMethod for 5existingCustomersCreate anOpportunity- CulinaryCreate 2Filters byPostal Codefor ProspectsCreate anOpportunity- Product(Food)Update 5ProspectsDollars/CasesfieldsUpdate theOrder Daysfor 5 existingCustomersUpload aProspect'smenu into theDocumentssectionCreate 10Notes inWeek 1Schedule theCDS Report -Notes CreatedYesterday tocome to youremailAssign aTask toyourselfCreate 16Notes inWeek 4Run the CDSReports -Prospects byStage and sendto yourManager

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.


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