Convert aProspect toa CustomerUnitUpdate theOrder Daysfor 5 existingCustomersAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate 2Filters byPostal Codefor ProspectsUpdateyour VisitDay for 5ProspectsSchedule theCDS Report -Notes CreatedYesterday tocome to youremailUpdate 10Contacts witha PrimaryDecisionMakerUpdateExpectedClosed Datefor aProspectCreate 10Notes inWeek 1Run the CDSReports -Prospects byStage and sendto yourManagerCreate anOpportunity- CulinaryCreate 14Notes inWeek 3Create 16Notes inWeek 4Create anOpportunity- eBusinessSolutionsCreate anOpportunity- Product(Food)Update 5ProspectsDollars/CasesfieldsUpdate theOrderingMethod for 5existingCustomersUpload aProspect'smenu into theDocumentssectionCreate anOpportunity- BusinessSolutionRun the CDS-Contacts ListReport thenExportCreate anOpportunity- Product(Non-Foods)Add Websiteaddresses for5 existingCustomersAssign aTask toyourselfCreate 12Notes inWeek 2Convert aProspect toa CustomerUnitUpdate theOrder Daysfor 5 existingCustomersAssign aRegional ChainManager toyour Customer /Prospect asapplicableCreate 2Filters byPostal Codefor ProspectsUpdateyour VisitDay for 5ProspectsSchedule theCDS Report -Notes CreatedYesterday tocome to youremailUpdate 10Contacts witha PrimaryDecisionMakerUpdateExpectedClosed Datefor aProspectCreate 10Notes inWeek 1Run the CDSReports -Prospects byStage and sendto yourManagerCreate anOpportunity- CulinaryCreate 14Notes inWeek 3Create 16Notes inWeek 4Create anOpportunity- eBusinessSolutionsCreate anOpportunity- Product(Food)Update 5ProspectsDollars/CasesfieldsUpdate theOrderingMethod for 5existingCustomersUpload aProspect'smenu into theDocumentssectionCreate anOpportunity- BusinessSolutionRun the CDS-Contacts ListReport thenExportCreate anOpportunity- Product(Non-Foods)Add Websiteaddresses for5 existingCustomersAssign aTask toyourselfCreate 12Notes inWeek 2

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