UtilizeE-KitSettinga Zoommeeting5contactsa dayPitchonlineMarketresourcesPitchFidelityGoJointappointment55dials adayWinningPowerHourWork onSaturdayRoleStatementParticipatein PowerHourUncoveredOutsideAssetsMarketUpdateAppointmentNavWebsiteclientUseFidelityValueStatementDriversAttendSAIquick hitsInfoSharew team4 hoursOTMV OppAppointmentHelpPhoneFCs(Capacity)TMTAppointmentCAS LinkappointmentARappointmentHelpTeammate10appointmentsin a dayUtilizeE-KitSettinga Zoommeeting5contactsa dayPitchonlineMarketresourcesPitchFidelityGoJointappointment55dials adayWinningPowerHourWork onSaturdayRoleStatementParticipatein PowerHourUncoveredOutsideAssetsMarketUpdateAppointmentNavWebsiteclientUseFidelityValueStatementDriversAttendSAIquick hitsInfoSharew team4 hoursOTMV OppAppointmentHelpPhoneFCs(Capacity)TMTAppointmentCAS LinkappointmentARappointmentHelpTeammate10appointmentsin 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. Setting a Zoom meeting
  3. 5 contacts a day
  4. Pitch online Market resources
  5. Pitch Fidelity Go
  6. Joint appointment
  7. 55 dials a day
  8. Winning Power Hour
  9. Work on Saturday
  10. Role Statement
  11. Participate in Power Hour
  12. Uncovered Outside Assets
  13. Market Update Appointment
  14. Nav Website client
  15. Use Fidelity Value Statement
  16. Drivers
  17. Attend SAI quick hits
  18. Info Share w team
  19. 4 hours OT
  20. MV Opp Appointment
  21. Help Phone FCs (Capacity)
  22. TMT Appointment
  23. CAS Link appointment
  24. AR appointment
  25. Help Teammate
  26. 10 appointments in a day