HelpTeammateAttendSAIquick hitsUseFidelityValueStatementNavWebsiteclient10appointmentsin a dayMarketUpdateAppointment4 hoursOTInfoSharew teamRoleStatement55dials adayWork onSaturdayPitchonlineMarketresourcesARappointmentHelpPhoneFCs(Capacity)JointappointmentMV OppAppointmentWinningPowerHourUncoveredOutsideAssets5contactsa dayCAS LinkappointmentUtilizeE-KitParticipatein PowerHourTMTAppointmentDriversPitchFidelityGoSettinga ZoommeetingHelpTeammateAttendSAIquick hitsUseFidelityValueStatementNavWebsiteclient10appointmentsin a dayMarketUpdateAppointment4 hoursOTInfoSharew teamRoleStatement55dials adayWork onSaturdayPitchonlineMarketresourcesARappointmentHelpPhoneFCs(Capacity)JointappointmentMV OppAppointmentWinningPowerHourUncoveredOutsideAssets5contactsa dayCAS LinkappointmentUtilizeE-KitParticipatein PowerHourTMTAppointmentDriversPitchFidelityGoSettinga Zoommeeting

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