StartApplicationReturnVoicemailMessageCompleteLeadCreatea ToDoUpdateIDBookAppointmentSendEcourierGreetyourclientOnlineAssistEnterPipelineAddCommentsUpdateKYCWrap UpAppointmentUpdateNetWorthUse ELiteSignatureCreateCARTUseEHubActivateDebitCardUseMyAdvisorAssistat ATMAccessEstateFileCallHelpCenterProvideOverrideVideoAppointmentStartApplicationReturnVoicemailMessageCompleteLeadCreatea ToDoUpdateIDBookAppointmentSendEcourierGreetyourclientOnlineAssistEnterPipelineAddCommentsUpdateKYCWrap UpAppointmentUpdateNetWorthUse ELiteSignatureCreateCARTUseEHubActivateDebitCardUseMyAdvisorAssistat ATMAccessEstateFileCallHelpCenterProvideOverrideVideoAppointment

Advisor - All Day - 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. Start Application
  2. Return Voicemail Message
  3. Complete Lead
  4. Create a To Do
  5. Update ID
  6. Book Appointment
  7. Send Ecourier
  8. Greet your client
  9. Online Assist
  10. Enter Pipeline
  11. Add Comments
  12. Update KYC
  13. Wrap Up Appointment
  14. Update Net Worth
  15. Use ELite Signature
  16. Create CART
  17. Use EHub
  18. Activate Debit Card
  19. Use MyAdvisor
  20. Assist at ATM
  21. Access Estate File
  22. Call Help Center
  23. Provide Override
  24. Video Appointment