5contactsa dayHelpTeammateARappointmentUtilizeE-KitPitchonlineMarketresources55dials adayRoleStatementDrivers4 hoursOTCAS LinkappointmentUseFidelityValueStatementPitchFidelityGoParticipatein PowerHourUncoveredOutsideAssetsWork onSaturdayMarketUpdateAppointmentJointappointmentSettinga Zoommeeting10appointmentsin a dayTMTAppointmentInfoSharew teamNavWebsiteclientHelpPhoneFCs(Capacity)AttendSAIquick hitsMV OppAppointmentWinningPowerHour5contactsa dayHelpTeammateARappointmentUtilizeE-KitPitchonlineMarketresources55dials adayRoleStatementDrivers4 hoursOTCAS LinkappointmentUseFidelityValueStatementPitchFidelityGoParticipatein PowerHourUncoveredOutsideAssetsWork onSaturdayMarketUpdateAppointmentJointappointmentSettinga Zoommeeting10appointmentsin a dayTMTAppointmentInfoSharew teamNavWebsiteclientHelpPhoneFCs(Capacity)AttendSAIquick hitsMV OppAppointmentWinningPowerHour

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