looked atthe Salesdashboardcreateda VisitReportconvertedaPotentialcreated aSalesOpportunitycreated aParentProjectadded EtexParticipantsto a VisitReportcreatedanAccountused theOutlookintegrationadded aproduct toanOpportunitycreatedaPotentialcustomizeda list viewcreated aProductSchedulecreatedaProjectadded aSalesArea to anAccountmentionedacolleaguein Chatterused thesearchfunctionalitycreateda CasecreatedaContactwasblocked byan errormessageadded anOpportunityInvolvedPartycreateda Taskinserted anAccountSegmentationcreatedanEventwasblocked bya duplicatemessagelooked atthe Salesdashboardcreateda VisitReportconvertedaPotentialcreated aSalesOpportunitycreated aParentProjectadded EtexParticipantsto a VisitReportcreatedanAccountused theOutlookintegrationadded aproduct toanOpportunitycreatedaPotentialcustomizeda list viewcreated aProductSchedulecreatedaProjectadded aSalesArea to anAccountmentionedacolleaguein Chatterused thesearchfunctionalitycreateda CasecreatedaContactwasblocked byan errormessageadded anOpportunityInvolvedPartycreateda Taskinserted anAccountSegmentationcreatedanEventwasblocked 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. created a Visit Report
  3. converted a Potential
  4. created a Sales Opportunity
  5. created a Parent Project
  6. added Etex Participants to a Visit Report
  7. created an Account
  8. used the Outlook integration
  9. added a product to an Opportunity
  10. created a Potential
  11. customized a list view
  12. created a Product Schedule
  13. created a Project
  14. added a Sales Area to an Account
  15. mentioned a colleague in Chatter
  16. used the search functionality
  17. created a Case
  18. created a Contact
  19. was blocked by an error message
  20. added an Opportunity Involved Party
  21. created a Task
  22. inserted an Account Segmentation
  23. created an Event
  24. was blocked by a duplicate message