AccessEstateFileBookAppointmentAddCommentsWrap UpAppointmentCreateCARTCreatea ToDoActivateDebitCardOnlineAssistUpdateIDSendEcourierCallHelpCenterUpdateNetWorthGreetyourclientUseEHubUse ELiteSignatureStartApplicationCompleteLeadUseMyAdvisorEnterPipelineVideoAppointmentUpdateKYCReturnVoicemailMessageProvideOverrideAssistat ATMAccessEstateFileBookAppointmentAddCommentsWrap UpAppointmentCreateCARTCreatea ToDoActivateDebitCardOnlineAssistUpdateIDSendEcourierCallHelpCenterUpdateNetWorthGreetyourclientUseEHubUse ELiteSignatureStartApplicationCompleteLeadUseMyAdvisorEnterPipelineVideoAppointmentUpdateKYCReturnVoicemailMessageProvideOverrideAssistat ATM

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.


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