looked atthe Salesdashboardadded EtexParticipantsto a VisitReportwasblocked bya duplicatemessagewasblocked byan errormessageconvertedaPotentialused theOutlookintegrationcreatedanEventused thesearchfunctionalitycreated aProductSchedulecreateda Taskadded aproduct toanOpportunitycreatedaPotentialmentionedacolleaguein Chattercreated aParentProjectcustomizeda list viewadded aSalesArea to anAccountcreatedanAccountcreated aSalesOpportunitycreateda VisitReportcreateda CasecreatedaProjectadded anOpportunityInvolvedPartycreatedaContactinserted anAccountSegmentationlooked atthe Salesdashboardadded EtexParticipantsto a VisitReportwasblocked bya duplicatemessagewasblocked byan errormessageconvertedaPotentialused theOutlookintegrationcreatedanEventused thesearchfunctionalitycreated aProductSchedulecreateda Taskadded aproduct toanOpportunitycreatedaPotentialmentionedacolleaguein Chattercreated aParentProjectcustomizeda list viewadded aSalesArea to anAccountcreatedanAccountcreated aSalesOpportunitycreateda VisitReportcreateda CasecreatedaProjectadded anOpportunityInvolvedPartycreatedaContactinserted anAccountSegmentation

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