NavWebsiteclientRoleStatementJointappointmentMV OppAppointmentDrivers4 hoursOTTMTAppointmentInfoSharew teamHelpPhoneFCs(Capacity)CAS LinkappointmentUtilizeE-KitWinningPowerHour10appointmentsin a dayARappointmentSettinga ZoommeetingUseFidelityValueStatementMarketUpdateAppointmentWork onSaturdayUncoveredOutsideAssetsPitchFidelityGoHelpTeammateAttendSAIquick hitsParticipatein PowerHour5contactsa dayPitchonlineMarketresources55dials adayNavWebsiteclientRoleStatementJointappointmentMV OppAppointmentDrivers4 hoursOTTMTAppointmentInfoSharew teamHelpPhoneFCs(Capacity)CAS LinkappointmentUtilizeE-KitWinningPowerHour10appointmentsin a dayARappointmentSettinga ZoommeetingUseFidelityValueStatementMarketUpdateAppointmentWork onSaturdayUncoveredOutsideAssetsPitchFidelityGoHelpTeammateAttendSAIquick hitsParticipatein PowerHour5contactsa dayPitchonlineMarketresources55dials aday

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