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.

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