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