HelpTeammate5contactsa dayJointappointmentRoleStatementARappointmentWork onSaturdayNavWebsiteclientUtilizeE-KitParticipatein PowerHourAttendSAIquick hitsMarketUpdateAppointmentMV OppAppointment10appointmentsin a dayWinningPowerHourDriversSettinga ZoommeetingHelpPhoneFCs(Capacity)4 hoursOTTMTAppointmentPitchonlineMarketresourcesCAS LinkappointmentUseFidelityValueStatementUncoveredOutsideAssets55dials adayPitchFidelityGoInfoSharew teamHelpTeammate5contactsa dayJointappointmentRoleStatementARappointmentWork onSaturdayNavWebsiteclientUtilizeE-KitParticipatein PowerHourAttendSAIquick hitsMarketUpdateAppointmentMV OppAppointment10appointmentsin a dayWinningPowerHourDriversSettinga ZoommeetingHelpPhoneFCs(Capacity)4 hoursOTTMTAppointmentPitchonlineMarketresourcesCAS LinkappointmentUseFidelityValueStatementUncoveredOutsideAssets55dials adayPitchFidelityGoInfoSharew team

CRM BINGO - 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. Help Teammate
  2. 5 contacts a day
  3. Joint appointment
  4. Role Statement
  5. AR appointment
  6. Work on Saturday
  7. Nav Website client
  8. Utilize E-Kit
  9. Participate in Power Hour
  10. Attend SAI quick hits
  11. Market Update Appointment
  12. MV Opp Appointment
  13. 10 appointments in a day
  14. Winning Power Hour
  15. Drivers
  16. Setting a Zoom meeting
  17. Help Phone FCs (Capacity)
  18. 4 hours OT
  19. TMT Appointment
  20. Pitch online Market resources
  21. CAS Link appointment
  22. Use Fidelity Value Statement
  23. Uncovered Outside Assets
  24. 55 dials a day
  25. Pitch Fidelity Go
  26. Info Share w team