HelpTeammateSendBest Callto NoahDriversMarketUpdateAppointmentHelpPhoneFCs(Capacity)Settinga ZoomMeetingCAS LinkAppointmentDriveDigitalMarketUpdates/WebinarsRoleStatementWork onSaturdayAttendSAI QuickHits10appointmentsin a day5Contactsa DayARappointmentMV OppAppointmentJointappointmentWinPowerHourNetworkwithdifferentFid groupUtilizeE-Kit55Dials aDayUseFidelityValueStatementParticipatein PowerHourAttendWeeklyWineDownInfoSharewith teamTMTAppointmentUncoveredOutsideAssets4HoursOTHelpTeammateSendBest Callto NoahDriversMarketUpdateAppointmentHelpPhoneFCs(Capacity)Settinga ZoomMeetingCAS LinkAppointmentDriveDigitalMarketUpdates/WebinarsRoleStatementWork onSaturdayAttendSAI QuickHits10appointmentsin a day5Contactsa DayARappointmentMV OppAppointmentJointappointmentWinPowerHourNetworkwithdifferentFid groupUtilizeE-Kit55Dials aDayUseFidelityValueStatementParticipatein PowerHourAttendWeeklyWineDownInfoSharewith teamTMTAppointmentUncoveredOutsideAssets4HoursOT

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