createdaPotentialwasblocked byan errormessagecreated aParentProjectadded anOpportunityInvolvedPartyused thesearchfunctionalityused theOutlookintegrationcreatedaContactcreatedanEventcreated aSalesOpportunitymentionedacolleaguein Chatteradded aproduct toanOpportunityconvertedaPotentialcreated aProductSchedulewasblocked bya duplicatemessagecreatedaProjectcreateda VisitReportcreatedanAccountadded aSalesArea to anAccountadded EtexParticipantsto a VisitReportcreateda Taskcreateda Caseinserted anAccountSegmentationcustomizeda list viewlooked atthe SalesdashboardcreatedaPotentialwasblocked byan errormessagecreated aParentProjectadded anOpportunityInvolvedPartyused thesearchfunctionalityused theOutlookintegrationcreatedaContactcreatedanEventcreated aSalesOpportunitymentionedacolleaguein Chatteradded aproduct toanOpportunityconvertedaPotentialcreated aProductSchedulewasblocked bya duplicatemessagecreatedaProjectcreateda VisitReportcreatedanAccountadded aSalesArea to anAccountadded EtexParticipantsto a VisitReportcreateda Taskcreateda Caseinserted anAccountSegmentationcustomizeda list viewlooked atthe Salesdashboard

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. created a Potential
  2. was blocked by an error message
  3. created a Parent Project
  4. added an Opportunity Involved Party
  5. used the search functionality
  6. used the Outlook integration
  7. created a Contact
  8. created an Event
  9. created a Sales Opportunity
  10. mentioned a colleague in Chatter
  11. added a product to an Opportunity
  12. converted a Potential
  13. created a Product Schedule
  14. was blocked by a duplicate message
  15. created a Project
  16. created a Visit Report
  17. created an Account
  18. added a Sales Area to an Account
  19. added Etex Participants to a Visit Report
  20. created a Task
  21. created a Case
  22. inserted an Account Segmentation
  23. customized a list view
  24. looked at the Sales dashboard