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