InfoSharewith team4HoursOTCAS LinkAppointmentUncoveredOutsideAssetsDriversTMTAppointmentARappointmentDriveDigitalMV OppAppointmentMarketUpdates/WebinarsUseFidelityValueStatementAttendWeeklyWineDownSendBest Callto NoahHelpTeammateUtilizeE-KitAttendSAI QuickHits55Dials aDayHelpPhoneFCs(Capacity)Work onSaturdayNetworkwithdifferentFid groupSettinga ZoomMeetingMarketUpdateAppointment10appointmentsin a dayParticipatein PowerHourRoleStatementWinPowerHourJointappointment5Contactsa DayInfoSharewith team4HoursOTCAS LinkAppointmentUncoveredOutsideAssetsDriversTMTAppointmentARappointmentDriveDigitalMV OppAppointmentMarketUpdates/WebinarsUseFidelityValueStatementAttendWeeklyWineDownSendBest Callto NoahHelpTeammateUtilizeE-KitAttendSAI QuickHits55Dials aDayHelpPhoneFCs(Capacity)Work onSaturdayNetworkwithdifferentFid groupSettinga ZoomMeetingMarketUpdateAppointment10appointmentsin a dayParticipatein PowerHourRoleStatementWinPowerHourJointappointment5Contactsa Day

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