customizeda list viewadded EtexParticipantsto a VisitReportcreated aSalesOpportunitylooked atthe SalesdashboardconvertedaPotentialcreatedanAccountcreatedaPotentialcreateda Casewasblocked bya duplicatemessageadded aSalesArea to anAccountadded anOpportunityInvolvedPartycreateda VisitReportcreated aParentProjectused thesearchfunctionalityadded aproduct toanOpportunitycreated aProductSchedulecreateda Taskmentionedacolleaguein ChattercreatedaProjectcreatedaContactcreatedanEventused theOutlookintegrationinserted anAccountSegmentationwasblocked byan errormessagecustomizeda list viewadded EtexParticipantsto a VisitReportcreated aSalesOpportunitylooked atthe SalesdashboardconvertedaPotentialcreatedanAccountcreatedaPotentialcreateda Casewasblocked bya duplicatemessageadded aSalesArea to anAccountadded anOpportunityInvolvedPartycreateda VisitReportcreated aParentProjectused thesearchfunctionalityadded aproduct toanOpportunitycreated aProductSchedulecreateda Taskmentionedacolleaguein ChattercreatedaProjectcreatedaContactcreatedanEventused theOutlookintegrationinserted anAccountSegmentationwasblocked byan errormessage

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