UtilizeE-KitHelpTeammateHelpPhoneFCs(Capacity)55dials aday5contactsa dayInfoSharew teamUseFidelityValueStatement4 hoursOTParticipatein PowerHourUncoveredOutsideAssetsWinningPowerHourSettinga ZoommeetingNavWebsiteclientARappointmentPitchonlineMarketresourcesJointappointmentWork onSaturdayMarketUpdateAppointmentPitchFidelityGoTMTAppointmentAttendSAIquick hitsDriversRoleStatementCAS LinkappointmentMV OppAppointment10appointmentsin a dayUtilizeE-KitHelpTeammateHelpPhoneFCs(Capacity)55dials aday5contactsa dayInfoSharew teamUseFidelityValueStatement4 hoursOTParticipatein PowerHourUncoveredOutsideAssetsWinningPowerHourSettinga ZoommeetingNavWebsiteclientARappointmentPitchonlineMarketresourcesJointappointmentWork onSaturdayMarketUpdateAppointmentPitchFidelityGoTMTAppointmentAttendSAIquick hitsDriversRoleStatementCAS LinkappointmentMV OppAppointment10appointmentsin a day

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