Chattera bestpracticeOpen OptixOpp with SFlead sourcePin yourDashboardAssign alead toyourselfMake anote ona leadAddProductsof Intereston a leadLoginAdd phototo yourprofileCommenton achatterpostViewAbandonedCart QuoteChangestatus ona LEADCreateanEventCreatea taskLog acall ona leadDispositiona lead asQualifiedCompleteAbandonedCart TaskUpdatechatteremailnotificationsChatterand tagyourmanagerSend acalendarinvite toprospectReviewPre-SalesDashboardDispositiona lead asunqualifiedSend anemailthroughoutlookpluginFollowyourmanageron chatterCheckServicabilityon a leadChattera bestpracticeOpen OptixOpp with SFlead sourcePin yourDashboardAssign alead toyourselfMake anote ona leadAddProductsof Intereston a leadLoginAdd phototo yourprofileCommenton achatterpostViewAbandonedCart QuoteChangestatus ona LEADCreateanEventCreatea taskLog acall ona leadDispositiona lead asQualifiedCompleteAbandonedCart TaskUpdatechatteremailnotificationsChatterand tagyourmanagerSend acalendarinvite toprospectReviewPre-SalesDashboardDispositiona lead asunqualifiedSend anemailthroughoutlookpluginFollowyourmanageron chatterCheckServicabilityon a lead

CB Force - 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. Chatter a best practice
  2. Open Optix Opp with SF lead source
  3. Pin your Dashboard
  4. Assign a lead to yourself
  5. Make a note on a lead
  6. Add Products of Interest on a lead
  7. Login
  8. Add photo to your profile
  9. Comment on a chatter post
  10. View Abandoned Cart Quote
  11. Change status on a LEAD
  12. Create an Event
  13. Create a task
  14. Log a call on a lead
  15. Disposition a lead as Qualified
  16. Complete Abandoned Cart Task
  17. Update chatter email notifications
  18. Chatter and tag your manager
  19. Send a calendar invite to prospect
  20. Review Pre-Sales Dashboard
  21. Disposition a lead as unqualified
  22. Send an email through outlook plugin
  23. Follow your manager on chatter
  24. Check Servicability on a lead