Drivers55Dials aDayMV OppAppointmentARappointment4HoursOTHelpTeammateRoleStatementTMTAppointment5Contactsa DayCAS LinkAppointmentHelpPhoneFCs(Capacity)SendBest Callto NoahWork onSaturdayJointappointmentAttendWeeklyWineDownDriveDigitalNetworkwithdifferentFid groupParticipatein PowerHourUtilizeE-KitUseFidelityValueStatementSettinga ZoomMeetingUncoveredOutsideAssetsMarketUpdateAppointmentMarketUpdates/WebinarsAttendSAI QuickHits10appointmentsin a dayWinPowerHourInfoSharewith teamDrivers55Dials aDayMV OppAppointmentARappointment4HoursOTHelpTeammateRoleStatementTMTAppointment5Contactsa DayCAS LinkAppointmentHelpPhoneFCs(Capacity)SendBest Callto NoahWork onSaturdayJointappointmentAttendWeeklyWineDownDriveDigitalNetworkwithdifferentFid groupParticipatein PowerHourUtilizeE-KitUseFidelityValueStatementSettinga ZoomMeetingUncoveredOutsideAssetsMarketUpdateAppointmentMarketUpdates/WebinarsAttendSAI QuickHits10appointmentsin a dayWinPowerHourInfoSharewith team

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