Convert froman inquiry toanopportunityAttach adocumentFind theGP ID# inSalesforceCreate anew taskinSalesforceSchedulea callbackinSalesforceAccept anew inquiryin Omni-ChannelSchedule anappointmentin SalesforceSendanemailOpena caseSort youropportunitiesalphabeticallyAccesscommonlinks inSalesforcePost toChatterClose allprimarytabsUpdatean activecaseTransferandinquirySend anew OOEfromSalesforceFind a personaccountusing aphonenumberLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentFind aprocess inKnowledgeAdd areferral asa newinquiryIdentify aclosedkeyaccountFind astudentstrackingnumber fortheir booksAdd a billingand shippingaddress toanopportunityConvert froman inquiry toanopportunityAttach adocumentFind theGP ID# inSalesforceCreate anew taskinSalesforceSchedulea callbackinSalesforceAccept anew inquiryin Omni-ChannelSchedule anappointmentin SalesforceSendanemailOpena caseSort youropportunitiesalphabeticallyAccesscommonlinks inSalesforcePost toChatterClose allprimarytabsUpdatean activecaseTransferandinquirySend anew OOEfromSalesforceFind a personaccountusing aphonenumberLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentFind aprocess inKnowledgeAdd areferral asa newinquiryIdentify aclosedkeyaccountFind astudentstrackingnumber fortheir booksAdd a billingand shippingaddress toanopportunity

Salesforce - 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. Convert from an inquiry to an opportunity
  2. Attach a document
  3. Find the GP ID# in Salesforce
  4. Create a new task in Salesforce
  5. Schedule a callback in Salesforce
  6. Accept a new inquiry in Omni-Channel
  7. Schedule an appointment in Salesforce
  8. Send an email
  9. Open a case
  10. Sort your opportunities alphabetically
  11. Access common links in Salesforce
  12. Post to Chatter
  13. Close all primary tabs
  14. Update an active case
  15. Transfer and inquiry
  16. Send a new OOE from Salesforce
  17. Find a person account using a phone number
  18. Locate an invoice number in Salesforce
  19. Find the link that you would send to the student after you the OOE was sent
  20. Find a process in Knowledge
  21. Add a referral as a new inquiry
  22. Identify a closed key account
  23. Find a students tracking number for their books
  24. Add a billing and shipping address to an opportunity