Plug inOutlookand sendemailOpen Oppin Optixwith leadsource LoginMy emailsettingsaddsignatureClonea LeadChattera bestpracticeLocateHomepageEdit aLeadCreatea NewContactCreatea TaskUpdatechatteremailnotificationsReassigna lead toa peerChatterand tagyourmanagerEdit anexistingcontactCreateaneventLog acall ona leadAddpicture toprofileReassigna leadback totheReviewdashboardandreportsRewardYourselfWelldone!Reassigna lead toyourmanagerDispositiona Lead toContactedCreate aNewSalesLeadDispositionLead toNonQualifiedSendcalendarinvite toprospectPlug inOutlookand sendemailOpen Oppin Optixwith leadsourceLoginMy emailsettingsaddsignatureClonea LeadChattera bestpracticeLocateHomepageEdit aLeadCreatea NewContactCreatea TaskUpdatechatteremailnotificationsReassigna lead toa peerChatterand tagyourmanagerEdit anexistingcontactCreateaneventLog acall ona leadAddpicture toprofileReassigna leadback totheReviewdashboardandreportsRewardYourselfWelldone!Reassigna lead toyourmanagerDispositiona Lead toContactedCreate aNewSalesLeadDispositionLead toNonQualifiedSendcalendarinvite toprospect

CBFORCE - 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. Plug in Outlook and send email
  2. Open Opp in Optix with lead source
  3. Login
  4. My email settings add signature
  5. Clone a Lead
  6. Chatter a best practice
  7. Locate Home page
  8. Edit a Lead
  9. Create a New Contact
  10. Create a Task
  11. Update chatter email notifications
  12. Reassign a lead to a peer
  13. Chatter and tag your manager
  14. Edit an existing contact
  15. Create an event
  16. Log a call on a lead
  17. Add picture to profile
  18. Reassign a lead back to the
  19. Review dashboard and reports
  20. Reward Yourself Well done!
  21. Reassign a lead to your manager
  22. Disposition a Lead to Contacted
  23. Create a New Sales Lead
  24. Disposition Lead to Non Qualified
  25. Send calendar invite to prospect