DriversAttendWeeklyWineDownMarketUpdateAppointmentInfoSharewith teamHelpTeammateMarketUpdates/WebinarsUtilizeE-KitNetworkwithdifferentFid groupUncoveredOutsideAssetsMV OppAppointmentJointappointmentSendBest Callto Noah5Contactsa DaySettinga ZoomMeetingUseFidelityValueStatement10appointmentsin a day55Dials aDayWinPowerHourCAS LinkAppointmentAttendSAI QuickHitsParticipatein PowerHourTMTAppointmentRoleStatementARappointmentDriveDigital4HoursOTHelpPhoneFCs(Capacity)Work onSaturdayDriversAttendWeeklyWineDownMarketUpdateAppointmentInfoSharewith teamHelpTeammateMarketUpdates/WebinarsUtilizeE-KitNetworkwithdifferentFid groupUncoveredOutsideAssetsMV OppAppointmentJointappointmentSendBest Callto Noah5Contactsa DaySettinga ZoomMeetingUseFidelityValueStatement10appointmentsin a day55Dials aDayWinPowerHourCAS LinkAppointmentAttendSAI QuickHitsParticipatein PowerHourTMTAppointmentRoleStatementARappointmentDriveDigital4HoursOTHelpPhoneFCs(Capacity)Work 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. Drivers
  2. Attend Weekly Wine Down
  3. Market Update Appointment
  4. Info Share with team
  5. Help Teammate
  6. Market Updates/ Webinars
  7. Utilize E-Kit
  8. Network with different Fid group
  9. Uncovered Outside Assets
  10. MV Opp Appointment
  11. Joint appointment
  12. Send Best Call to Noah
  13. 5 Contacts a Day
  14. Setting a Zoom Meeting
  15. Use Fidelity Value Statement
  16. 10 appointments in a day
  17. 55 Dials a Day
  18. Win Power Hour
  19. CAS Link Appointment
  20. Attend SAI Quick Hits
  21. Participate in Power Hour
  22. TMT Appointment
  23. Role Statement
  24. AR appointment
  25. Drive Digital
  26. 4 Hours OT
  27. Help Phone FCs (Capacity)
  28. Work on Saturday