Sharescreenwith FRFan PlanOperatorSet UpUpdateaddressin CIFSay"HappyBirthday"to a callerMake acallerlaughCallerborn in1980Caller isfromPittsburgACW isless thanoneminuteSet upSysExch#1 inDaily callreportCaller hassame nameas you (1stor last)Exchangeto or fromSmall CapCaller'snameis ChrisRedeemfromMid CapCaller'sbirth yearis sameas yoursCalls perhour isover 10Call aboutLetter ofIntentExchangeto or fromInternationalAllocationCalleris bornin 1988Confirm # is onthe hour(EG10030100)Warmtransfer tobrokerageTop 5 inDaily CallReportPurchaseinto LgCapGrowthCaller'sname isHeatherCallermakesa jokeCalleris fromFloridaPut aNIGO intoGoodorderMoneyMarketYeildInterestedPartyFormResetsomeonein 3270EscheatmentcallCaller'snameis TylerCallerborn in1979Paperworkfor new403bCalleris formTexasCallregardingRights ofAccumulationRothConversionUpdatephone #in CIFCalleris fromMaineCaller isfromMilwaukeeDogbarking inbackgroundDeferLESWPCaller'sname isLeonardCaller'sname isLauraTalk aboutthe weatherwith a callerCaller'sname isBarbaraTalk to acaller inHawaii2ndgenerationInheritedIRAOvernighta checkTalk to acaller outof thecountryWarmtransfer tonon-propCaller'snameis TerryReallocationOnlinetrust/entityloginSharescreenwith FRFan PlanOperatorSet UpUpdateaddressin CIFSay"HappyBirthday"to a callerMake acallerlaughCallerborn in1980Caller isfromPittsburgACW isless thanoneminuteSet upSysExch#1 inDaily callreportCaller hassame nameas you (1stor last)Exchangeto or fromSmall CapCaller'snameis ChrisRedeemfromMid CapCaller'sbirth yearis sameas yoursCalls perhour isover 10Call aboutLetter ofIntentExchangeto or fromInternationalAllocationCalleris bornin 1988Confirm # is onthe hour(EG10030100)Warmtransfer tobrokerageTop 5 inDaily CallReportPurchaseinto LgCapGrowthCaller'sname isHeatherCallermakesa jokeCalleris fromFloridaPut aNIGO intoGoodorderMoneyMarketYeildInterestedPartyFormResetsomeonein 3270EscheatmentcallCaller'snameis TylerCallerborn in1979Paperworkfor new403bCalleris formTexasCallregardingRights ofAccumulationRothConversionUpdatephone #in CIFCalleris fromMaineCaller isfromMilwaukeeDogbarking inbackgroundDeferLESWPCaller'sname isLeonardCaller'sname isLauraTalk aboutthe weatherwith a callerCaller'sname isBarbaraTalk to acaller inHawaii2ndgenerationInheritedIRAOvernighta checkTalk to acaller outof thecountryWarmtransfer tonon-propCaller'snameis TerryReallocationOnlinetrust/entitylogin

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. Share screen with FR
  2. Fan Plan Operator Set Up
  3. Update address in CIF
  4. Say "Happy Birthday" to a caller
  5. Make a caller laugh
  6. Caller born in 1980
  7. Caller is from Pittsburg
  8. ACW is less than one minute
  9. Set up Sys Exch
  10. #1 in Daily call report
  11. Caller has same name as you (1st or last)
  12. Exchange to or from Small Cap
  13. Caller's name is Chris
  14. Redeem from Mid Cap
  15. Caller's birth year is same as yours
  16. Calls per hour is over 10
  17. Call about Letter of Intent
  18. Exchange to or from International Allocation
  19. Caller is born in 1988
  20. Confirm # is on the hour (EG10030100)
  21. Warm transfer to brokerage
  22. Top 5 in Daily Call Report
  23. Purchase into Lg Cap Growth
  24. Caller's name is Heather
  25. Caller makes a joke
  26. Caller is from Florida
  27. Put a NIGO into Goodorder
  28. Money Market Yeild
  29. Interested Party Form
  30. Reset someone in 3270
  31. Escheatment call
  32. Caller's name is Tyler
  33. Caller born in 1979
  34. Paperwork for new 403b
  35. Caller is form Texas
  36. Call regarding Rights of Accumulation
  37. Roth Conversion
  38. Update phone # in CIF
  39. Caller is from Maine
  40. Caller is from Milwaukee
  41. Dog barking in background
  42. Defer LE SWP
  43. Caller's name is Leonard
  44. Caller's name is Laura
  45. Talk about the weather with a caller
  46. Caller's name is Barbara
  47. Talk to a caller in Hawaii
  48. 2nd generation Inherited IRA
  49. Overnight a check
  50. Talk to a caller out of the country
  51. Warm transfer to non-prop
  52. Caller's name is Terry
  53. Reallocation
  54. Online trust/entity login