looked atthe Salesdashboardadded aSalesArea to anAccountcreatedaProjectcreatedanAccountmentionedacolleaguein Chatterused theOutlookintegrationcreated aSalesOpportunitycreated aProductScheduleinserted anAccountSegmentationconvertedaPotentialcreateda Caseadded aproduct toanOpportunitycreatedaPotentialused thesearchfunctionalitycreateda TaskcreatedanEventcreateda VisitReportcreated aParentProjectcustomizeda list viewadded anOpportunityInvolvedPartycreatedaContactadded EtexParticipantsto a VisitReportwasblocked byan errormessagewasblocked bya duplicatemessagelooked atthe Salesdashboardadded aSalesArea to anAccountcreatedaProjectcreatedanAccountmentionedacolleaguein Chatterused theOutlookintegrationcreated aSalesOpportunitycreated aProductScheduleinserted anAccountSegmentationconvertedaPotentialcreateda Caseadded aproduct toanOpportunitycreatedaPotentialused thesearchfunctionalitycreateda TaskcreatedanEventcreateda VisitReportcreated aParentProjectcustomizeda list viewadded anOpportunityInvolvedPartycreatedaContactadded EtexParticipantsto a VisitReportwasblocked byan errormessagewasblocked bya duplicatemessage

One CRM Activities - 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. looked at the Sales dashboard
  2. added a Sales Area to an Account
  3. created a Project
  4. created an Account
  5. mentioned a colleague in Chatter
  6. used the Outlook integration
  7. created a Sales Opportunity
  8. created a Product Schedule
  9. inserted an Account Segmentation
  10. converted a Potential
  11. created a Case
  12. added a product to an Opportunity
  13. created a Potential
  14. used the search functionality
  15. created a Task
  16. created an Event
  17. created a Visit Report
  18. created a Parent Project
  19. customized a list view
  20. added an Opportunity Involved Party
  21. created a Contact
  22. added Etex Participants to a Visit Report
  23. was blocked by an error message
  24. was blocked by a duplicate message