UpdatePWS inSalesforceDiscusscheckwritingPasswordResetProcess a529DistributionShow clientcash availfeature onFid.comGet Phone# atbeginningof callDiscussDebitCardDiscussmobilecheckdepositDiscussBeneinformationDiscussRMDSet UpPWSPlanGive aquoteHelpSetupan AlertWalkthroughonlinetradeDiscussadvantageof CMASetupEFTonlineDiscussHidingClosedaccountsGo extramile withAddresschangeDiscussBill PayFeatureConfirmaddress ifnot updatedin whileSetupBank WireonlineUpdatePhone #when noton fileEnrollclient inMyVoiceSet upAutomaticInvestPlanUpdatePWS inSalesforceDiscusscheckwritingPasswordResetProcess a529DistributionShow clientcash availfeature onFid.comGet Phone# atbeginningof callDiscussDebitCardDiscussmobilecheckdepositDiscussBeneinformationDiscussRMDSet UpPWSPlanGive aquoteHelpSetupan AlertWalkthroughonlinetradeDiscussadvantageof CMASetupEFTonlineDiscussHidingClosedaccountsGo extramile withAddresschangeDiscussBill PayFeatureConfirmaddress ifnot updatedin whileSetupBank WireonlineUpdatePhone #when noton fileEnrollclient inMyVoiceSet upAutomaticInvestPlan

Going the Extra Mile - 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. Update PWS in Salesforce
  2. Discuss check writing
  3. Password Reset
  4. Process a 529 Distribution
  5. Show client cash avail feature on Fid.com
  6. Get Phone # at beginning of call
  7. Discuss Debit Card
  8. Discuss mobile check deposit
  9. Discuss Bene information
  10. Discuss RMD
  11. Set Up PWS Plan
  12. Give a quote
  13. Help Setup an Alert
  14. Walk through online trade
  15. Discuss advantage of CMA
  16. Setup EFT online
  17. Discuss Hiding Closed accounts
  18. Go extra mile with Address change
  19. Discuss Bill Pay Feature
  20. Confirm address if not updated in while
  21. Setup Bank Wire online
  22. Update Phone # when not on file
  23. Enroll client in MyVoice
  24. Set up Automatic Invest Plan