Caller isfromColoradoCaller'snameis Kim2ndGenerationInheritedIRAUpdatephonenumber inCIFEscheatmentcall#1 indaily callreportCaller'sname isKarenPurchaseinto HighYieldFundResetsomeonein 3270Set upSysExchDeferLESWPSay"HappyBirthday"to a callerCallerborn in1986Exchangeto or fromAggressiveAllocationCalleris fromFargoCaller hassame nameas you (1stor last)Onlinetrust/entitylog inCalleris fromIllinoisMake acallerlaughUpdateaddressin CIFCallregardingRights ofAccumulationCaller isfromAppletonOvernighta checkCaller'sbirth yearis sameas yoursRothConversionSharescreenwith FRCalleris fromOhioRedeemfrom Ltd.MaturityBondACW isless thanoneminuteReallocationCaller'snameis ErikTalk to acaller inHawaiiCallerborn in1978Caller'snameisFan PlanOperatorset upDogbarking inbackgroundWarmtransfer tobrokeragePut a NIGOintoGOODORDERCalleris fromIowaTalk aboutthe weatherwith a callerCaller'snameis JohnMoneyMarketYieldPaperworkfor new403bWarmtransfer toNon-PropCallermakesa jokeCaller'sname isDavidConfirmnumber is onthe hour(EG10030100)Updateaddressin CIFCalls perhour isover 10Top 5 inDaily CallReportTalk to acaller outof thecountryCallerborn in1995InterestedPartyFormCall aboutLetter ofIntentCaller isfromColoradoCaller'snameis Kim2ndGenerationInheritedIRAUpdatephonenumber inCIFEscheatmentcall#1 indaily callreportCaller'sname isKarenPurchaseinto HighYieldFundResetsomeonein 3270Set upSysExchDeferLESWPSay"HappyBirthday"to a callerCallerborn in1986Exchangeto or fromAggressiveAllocationCalleris fromFargoCaller hassame nameas you (1stor last)Onlinetrust/entitylog inCalleris fromIllinoisMake acallerlaughUpdateaddressin CIFCallregardingRights ofAccumulationCaller isfromAppletonOvernighta checkCaller'sbirth yearis sameas yoursRothConversionSharescreenwith FRCalleris fromOhioRedeemfrom Ltd.MaturityBondACW isless thanoneminuteReallocationCaller'snameis ErikTalk to acaller inHawaiiCallerborn in1978Caller'snameisFan PlanOperatorset upDogbarking inbackgroundWarmtransfer tobrokeragePut a NIGOintoGOODORDERCalleris fromIowaTalk aboutthe weatherwith a callerCaller'snameis JohnMoneyMarketYieldPaperworkfor new403bWarmtransfer toNon-PropCallermakesa jokeCaller'sname isDavidConfirmnumber is onthe hour(EG10030100)Updateaddressin CIFCalls perhour isover 10Top 5 inDaily CallReportTalk to acaller outof thecountryCallerborn in1995InterestedPartyFormCall aboutLetter ofIntent

Customer Service Week Bingo! - 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. Caller is from Colorado
  2. Caller's name is Kim
  3. 2nd Generation Inherited IRA
  4. Update phone number in CIF
  5. Escheatment call
  6. #1 in daily call report
  7. Caller's name is Karen
  8. Purchase into High Yield Fund
  9. Reset someone in 3270
  10. Set up Sys Exch
  11. Defer LE SWP
  12. Say "Happy Birthday" to a caller
  13. Caller born in 1986
  14. Exchange to or from Aggressive Allocation
  15. Caller is from Fargo
  16. Caller has same name as you (1st or last)
  17. Online trust/entity log in
  18. Caller is from Illinois
  19. Make a caller laugh
  20. Update address in CIF
  21. Call regarding Rights of Accumulation
  22. Caller is from Appleton
  23. Overnight a check
  24. Caller's birth year is same as yours
  25. Roth Conversion
  26. Share screen with FR
  27. Caller is from Ohio
  28. Redeem from Ltd. Maturity Bond
  29. ACW is less than one minute
  30. Reallocation
  31. Caller's name is Erik
  32. Talk to a caller in Hawaii
  33. Caller born in 1978
  34. Caller's name is
  35. Fan Plan Operator set up
  36. Dog barking in background
  37. Warm transfer to brokerage
  38. Put a NIGO into GOODORDER
  39. Caller is from Iowa
  40. Talk about the weather with a caller
  41. Caller's name is John
  42. Money Market Yield
  43. Paperwork for new 403b
  44. Warm transfer to Non-Prop
  45. Caller makes a joke
  46. Caller's name is David
  47. Confirm number is on the hour (EG10030100)
  48. Update address in CIF
  49. Calls per hour is over 10
  50. Top 5 in Daily Call Report
  51. Talk to a caller out of the country
  52. Caller born in 1995
  53. Interested Party Form
  54. Call about Letter of Intent