Open Oppin Optixwith leadsourceLog acall ona leadCreatea Task Edit aLeadClonea LeadReassigna leadback tothePlug inOutlookand sendemailMy emailsettingsaddsignatureReviewdashboardandreportsCreate aNewSalesLeadReassigna lead toa peerReassigna lead toyourmanagerRewardYourselfWelldone!Edit anexistingcontactLocateHomepageChattera bestpracticeCreatea NewContactDispositiona Lead toContactedLoginCreateaneventDispositionLead toNonQualifiedUpdatechatteremailnotificationsAddpicture toprofileChatterand tagyourmanagerSendcalendarinvite toprospectOpen Oppin Optixwith leadsourceLog acall ona leadCreatea TaskEdit aLeadClonea LeadReassigna leadback tothePlug inOutlookand sendemailMy emailsettingsaddsignatureReviewdashboardandreportsCreate aNewSalesLeadReassigna lead toa peerReassigna lead toyourmanagerRewardYourselfWelldone!Edit anexistingcontactLocateHomepageChattera bestpracticeCreatea NewContactDispositiona Lead toContactedLoginCreateaneventDispositionLead toNonQualifiedUpdatechatteremailnotificationsAddpicture toprofileChatterand tagyourmanagerSendcalendarinvite 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. Open Opp in Optix with lead source
  2. Log a call on a lead
  3. Create a Task
  4. Edit a Lead
  5. Clone a Lead
  6. Reassign a lead back to the
  7. Plug in Outlook and send email
  8. My email settings add signature
  9. Review dashboard and reports
  10. Create a New Sales Lead
  11. Reassign a lead to a peer
  12. Reassign a lead to your manager
  13. Reward Yourself Well done!
  14. Edit an existing contact
  15. Locate Home page
  16. Chatter a best practice
  17. Create a New Contact
  18. Disposition a Lead to Contacted
  19. Login
  20. Create an event
  21. Disposition Lead to Non Qualified
  22. Update chatter email notifications
  23. Add picture to profile
  24. Chatter and tag your manager
  25. Send calendar invite to prospect