UtilizeE-KitSettinga ZoommeetingUseFidelityValueStatement10appointmentsin a dayHelpPhoneFCs(Capacity)TMTAppointmentNavWebsiteclientRoleStatement4 hoursOTARappointmentUncoveredOutsideAssetsPitchFidelityGo5contactsa dayInfoSharew teamPitchonlineMarketresourcesDriversHelpTeammateJointappointmentAttendSAIquick hits55dials adayMV OppAppointmentMarketUpdateAppointmentParticipatein PowerHourCAS LinkappointmentWinningPowerHourWork onSaturdayUtilizeE-KitSettinga ZoommeetingUseFidelityValueStatement10appointmentsin a dayHelpPhoneFCs(Capacity)TMTAppointmentNavWebsiteclientRoleStatement4 hoursOTARappointmentUncoveredOutsideAssetsPitchFidelityGo5contactsa dayInfoSharew teamPitchonlineMarketresourcesDriversHelpTeammateJointappointmentAttendSAIquick hits55dials adayMV OppAppointmentMarketUpdateAppointmentParticipatein PowerHourCAS LinkappointmentWinningPowerHourWork onSaturday

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