SendBest Callto NoahRoleStatement5Contactsa Day10appointmentsin a dayHelpTeammateUncoveredOutsideAssetsMarketUpdateAppointmentDrivers4HoursOTNetworkwithdifferentFid groupSettinga ZoomMeetingWinPowerHourJointappointmentParticipatein PowerHourMV OppAppointmentDriveDigitalHelpPhoneFCs(Capacity)CAS LinkAppointmentInfoSharewith teamARappointmentWork onSaturday55Dials aDayUseFidelityValueStatementUtilizeE-KitAttendWeeklyWineDownAttendSAI QuickHitsTMTAppointmentMarketUpdates/WebinarsSendBest Callto NoahRoleStatement5Contactsa Day10appointmentsin a dayHelpTeammateUncoveredOutsideAssetsMarketUpdateAppointmentDrivers4HoursOTNetworkwithdifferentFid groupSettinga ZoomMeetingWinPowerHourJointappointmentParticipatein PowerHourMV OppAppointmentDriveDigitalHelpPhoneFCs(Capacity)CAS LinkAppointmentInfoSharewith teamARappointmentWork onSaturday55Dials aDayUseFidelityValueStatementUtilizeE-KitAttendWeeklyWineDownAttendSAI QuickHitsTMTAppointmentMarketUpdates/Webinars

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