RoleStatementAttendWeeklyWineDownSettinga ZoomMeetingAttendSAI QuickHitsUseFidelityValueStatementUtilizeE-KitSendBest Callto Noah55Dials aDayTMTAppointmentMV OppAppointmentMarketUpdates/WebinarsDriversParticipatein PowerHourDriveDigitalWinPowerHourWork onSaturdayUncoveredOutsideAssetsHelpTeammateHelpPhoneFCs(Capacity)InfoSharewith team10appointmentsin a dayARappointmentJointappointmentMarketUpdateAppointment5Contactsa Day4HoursOTCAS LinkAppointmentNetworkwithdifferentFid groupRoleStatementAttendWeeklyWineDownSettinga ZoomMeetingAttendSAI QuickHitsUseFidelityValueStatementUtilizeE-KitSendBest Callto Noah55Dials aDayTMTAppointmentMV OppAppointmentMarketUpdates/WebinarsDriversParticipatein PowerHourDriveDigitalWinPowerHourWork onSaturdayUncoveredOutsideAssetsHelpTeammateHelpPhoneFCs(Capacity)InfoSharewith team10appointmentsin a dayARappointmentJointappointmentMarketUpdateAppointment5Contactsa Day4HoursOTCAS LinkAppointmentNetworkwithdifferentFid group

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