High Level Update in SF FAM as office in SF for FAMs Use the checklists! Turnover Profit % in SF counter- signed SA & SOS Correct vendors on SOS SOS in client file GM Update in SF Lead Source Proposal in client file Planning Contact Commis. Notes in SF Turnover Date in SF Contracted Amount matches SOS Fast Lane Checklists Forecast Updated in SF SA in client file Cancel all un- needed holds Set each other up for success! Forward all holds to Ops Send deposit info to account. Sourcing Agent Contract Sent Date in SF "Show me the math" on SOS Forward all docs to Ops I'm so busy! Turnover Attendee Profile in SF Verify all special insurance needs High Level Update in SF FAM as office in SF for FAMs Use the checklists! Turnover Profit % in SF counter- signed SA & SOS Correct vendors on SOS SOS in client file GM Update in SF Lead Source Proposal in client file Planning Contact Commis. Notes in SF Turnover Date in SF Contracted Amount matches SOS Fast Lane Checklists Forecast Updated in SF SA in client file Cancel all un- needed holds Set each other up for success! Forward all holds to Ops Send deposit info to account. Sourcing Agent Contract Sent Date in SF "Show me the math" on SOS Forward all docs to Ops I'm so busy! Turnover Attendee Profile in SF Verify all special insurance needs
(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.
High Level Update in SF
FAM as office in SF for FAMs
Use the checklists!
Turnover Profit % in SF
counter-signed SA & SOS
Correct vendors on SOS
SOS in client file
GM Update in SF
Lead Source
Proposal in client file
Planning Contact
Commis.
Notes in SF
Turnover Date in SF
Contracted
Amount matches SOS
Fast Lane Checklists
Forecast
Updated in SF
SA in client file
Cancel all un-needed holds
Set each other up for success!
Forward all holds to Ops
Send deposit info to account.
Sourcing Agent
Contract Sent Date in SF
"Show me the math" on SOS
Forward all docs to Ops
I'm so busy!
Turnover
Attendee Profile in SF
Verify all special insurance needs