PMT create portfolio call Salesforce reporting call PMT Performance call Spoke to someone with a Southern Accent AnnuityNet walkthrough Under 50 seconds hold the day before Proposal Generator walkthrough Salesforce Householding call Got a positive survey comment the day before Help with renewing ACMR numbers AWE Thomson Charts or monitor call MOD- how to add/ remove someone from an order 80% ticket rate the day before OFM - how to reindex documents eMeeting how to upload to OFM CRM calendar call AnnuityNet funding screen 90% compliance to schedule the day before Took over 15 calls Transferred call to a teammate CRM dashboard call Met all stats the day before Advisor Website event help CRM how to send campaign email PMT create portfolio call Salesforce reporting call PMT Performance call Spoke to someone with a Southern Accent AnnuityNet walkthrough Under 50 seconds hold the day before Proposal Generator walkthrough Salesforce Householding call Got a positive survey comment the day before Help with renewing ACMR numbers AWE Thomson Charts or monitor call MOD- how to add/ remove someone from an order 80% ticket rate the day before OFM - how to reindex documents eMeeting how to upload to OFM CRM calendar call AnnuityNet funding screen 90% compliance to schedule the day before Took over 15 calls Transferred call to a teammate CRM dashboard call Met all stats the day before Advisor Website event help CRM how to send campaign email
(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.
PMT create portfolio call
Salesforce reporting call
PMT Performance call
Spoke to someone with a Southern Accent
AnnuityNet walkthrough
Under 50 seconds hold the day before
Proposal Generator walkthrough
Salesforce Householding call
Got a positive survey comment the day before
Help with renewing ACMR numbers AWE
Thomson Charts or monitor call
MOD- how to add/ remove someone from an order
80% ticket rate the day before
OFM - how to reindex documents
eMeeting how to upload to OFM
CRM calendar call
AnnuityNet funding screen
90% compliance to schedule the day before
Took over 15 calls
Transferred call to a teammate
CRM dashboard call
Met all stats the day before
Advisor Website event help
CRM how to send campaign email