Activity History Employees with no 401(k) involvement Add to C&S Suppression boxes A decision maker Ask a manager Reason for lead status C&S call disposition No longer in business/acquired Incorrect contact, referral Do not call No 401k involvement Busy, call back Competitor website Trash Nonviable leads RFYI Free! An influencer It's been acquired Email opt out disclaimer Personal Provider Relationships A plan sponsor A participant Interest, call back Interest, send information Rescheduled meeting Rejected TL or immediate manager Activity History Employees with no 401(k) involvement Add to C&S Suppression boxes A decision maker Ask a manager Reason for lead status C&S call disposition No longer in business/acquired Incorrect contact, referral Do not call No 401k involvement Busy, call back Competitor website Trash Nonviable leads RFYI Free! An influencer It's been acquired Email opt out disclaimer Personal Provider Relationships A plan sponsor A participant Interest, call back Interest, send information Rescheduled meeting Rejected TL or immediate manager
(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.
Activity History
Employees with no 401(k) involvement
Add to C&S
Suppression boxes
A decision maker
Ask a manager
Reason for lead status
C&S call disposition
No longer in business/acquired
Incorrect contact, referral
Do not call
No 401k involvement
Busy, call back
Competitor website
Trash
Nonviable leads
RFYI
Free!
An influencer
It's been acquired
Email opt out disclaimer
Personal Provider Relationships
A plan sponsor
A participant
Interest, call back
Interest, send information
Rescheduled meeting
Rejected
TL or immediate manager