HelpPhoneFCs(Capacity)UtilizeE-KitHelpTeammateInfoSharew team55dials adayPitchonlineMarketresources4 hoursOTParticipatein PowerHourAttendSAIquick hitsMarketUpdateAppointmentWork onSaturdayRoleStatementDriversMV OppAppointmentUseFidelityValueStatementSettinga ZoommeetingNavWebsiteclient5contactsa dayPitchFidelityGoJointappointmentARappointmentCAS LinkappointmentTMTAppointmentUncoveredOutsideAssetsWinningPowerHour10appointmentsin a dayHelpPhoneFCs(Capacity)UtilizeE-KitHelpTeammateInfoSharew team55dials adayPitchonlineMarketresources4 hoursOTParticipatein PowerHourAttendSAIquick hitsMarketUpdateAppointmentWork onSaturdayRoleStatementDriversMV OppAppointmentUseFidelityValueStatementSettinga ZoommeetingNavWebsiteclient5contactsa dayPitchFidelityGoJointappointmentARappointmentCAS LinkappointmentTMTAppointmentUncoveredOutsideAssetsWinningPowerHour10appointmentsin 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. Help Phone FCs (Capacity)
  2. Utilize E-Kit
  3. Help Teammate
  4. Info Share w team
  5. 55 dials a day
  6. Pitch online Market resources
  7. 4 hours OT
  8. Participate in Power Hour
  9. Attend SAI quick hits
  10. Market Update Appointment
  11. Work on Saturday
  12. Role Statement
  13. Drivers
  14. MV Opp Appointment
  15. Use Fidelity Value Statement
  16. Setting a Zoom meeting
  17. Nav Website client
  18. 5 contacts a day
  19. Pitch Fidelity Go
  20. Joint appointment
  21. AR appointment
  22. CAS Link appointment
  23. TMT Appointment
  24. Uncovered Outside Assets
  25. Winning Power Hour
  26. 10 appointments in a day