CAS LinkAppointmentSendBest Callto NoahTMTAppointmentARappointmentDriversJointappointmentMarketUpdates/WebinarsUtilizeE-KitWinPowerHour55Dials aDayWork onSaturdayAttendWeeklyWineDownParticipatein PowerHourNetworkwithdifferentFid groupUseFidelityValueStatementInfoSharewith teamUncoveredOutsideAssetsDriveDigitalAttendSAI QuickHitsMarketUpdateAppointmentMV OppAppointmentHelpTeammate4HoursOT10appointmentsin a dayHelpPhoneFCs(Capacity)5Contactsa DaySettinga ZoomMeetingRoleStatementCAS LinkAppointmentSendBest Callto NoahTMTAppointmentARappointmentDriversJointappointmentMarketUpdates/WebinarsUtilizeE-KitWinPowerHour55Dials aDayWork onSaturdayAttendWeeklyWineDownParticipatein PowerHourNetworkwithdifferentFid groupUseFidelityValueStatementInfoSharewith teamUncoveredOutsideAssetsDriveDigitalAttendSAI QuickHitsMarketUpdateAppointmentMV OppAppointmentHelpTeammate4HoursOT10appointmentsin a dayHelpPhoneFCs(Capacity)5Contactsa DaySettinga ZoomMeetingRoleStatement

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