Settinga ZoomMeetingUtilizeE-Kit10appointmentsin a dayHelpPhoneFCs(Capacity)HelpTeammateUseFidelityValueStatementWork onSaturdayDriversDriveDigitalAttendWeeklyWineDownRoleStatementSendBest Callto NoahUncoveredOutsideAssetsJointappointmentNetworkwithdifferentFid groupMV OppAppointmentTMTAppointment5Contactsa DayWinPowerHourAttendSAI QuickHits4HoursOTMarketUpdateAppointmentInfoSharewith teamCAS LinkAppointmentParticipatein PowerHourARappointmentMarketUpdates/Webinars55Dials aDaySettinga ZoomMeetingUtilizeE-Kit10appointmentsin a dayHelpPhoneFCs(Capacity)HelpTeammateUseFidelityValueStatementWork onSaturdayDriversDriveDigitalAttendWeeklyWineDownRoleStatementSendBest Callto NoahUncoveredOutsideAssetsJointappointmentNetworkwithdifferentFid groupMV OppAppointmentTMTAppointment5Contactsa DayWinPowerHourAttendSAI QuickHits4HoursOTMarketUpdateAppointmentInfoSharewith teamCAS LinkAppointmentParticipatein PowerHourARappointmentMarketUpdates/Webinars55Dials aDay

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