created aParentProjectcreatedaPotentialadded anOpportunityInvolvedPartyused thesearchfunctionalitycreated aProductScheduleadded aproduct toanOpportunitycreatedaContactlooked atthe SalesdashboardconvertedaPotentialcreated aSalesOpportunityadded aSalesArea to anAccountmentionedacolleaguein ChattercreatedanAccountcreateda VisitReportadded EtexParticipantsto a VisitReportcreatedaProjectcreateda Casewasblocked byan errormessageused theOutlookintegrationcustomizeda list viewcreatedanEventwasblocked bya duplicatemessagecreateda Taskinserted anAccountSegmentationcreated aParentProjectcreatedaPotentialadded anOpportunityInvolvedPartyused thesearchfunctionalitycreated aProductScheduleadded aproduct toanOpportunitycreatedaContactlooked atthe SalesdashboardconvertedaPotentialcreated aSalesOpportunityadded aSalesArea to anAccountmentionedacolleaguein ChattercreatedanAccountcreateda VisitReportadded EtexParticipantsto a VisitReportcreatedaProjectcreateda Casewasblocked byan errormessageused theOutlookintegrationcustomizeda list viewcreatedanEventwasblocked bya duplicatemessagecreateda Taskinserted 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. created a Parent Project
  2. created a Potential
  3. added an Opportunity Involved Party
  4. used the search functionality
  5. created a Product Schedule
  6. added a product to an Opportunity
  7. created a Contact
  8. looked at the Sales dashboard
  9. converted a Potential
  10. created a Sales Opportunity
  11. added a Sales Area to an Account
  12. mentioned a colleague in Chatter
  13. created an Account
  14. created a Visit Report
  15. added Etex Participants to a Visit Report
  16. created a Project
  17. created a Case
  18. was blocked by an error message
  19. used the Outlook integration
  20. customized a list view
  21. created an Event
  22. was blocked by a duplicate message
  23. created a Task
  24. inserted an Account Segmentation