Accept anew inquiryin Omni-ChannelAdd areferral asa newinquirySort youropportunitiesalphabeticallyAttach adocumentClose allprimarytabsSchedulea callbackinSalesforceFind aprocess inKnowledgeOpena casePost toChatterFind astudentstrackingnumber fortheir booksTransferandinquiryFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityAccesscommonlinks inSalesforceSend anew OOEfromSalesforceSchedule anappointmentin SalesforceFind theGP ID# inSalesforceUpdatean activecaseCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentAdd a billingand shippingaddress toanopportunitySendanemailIdentify aclosedkeyaccountAccept anew inquiryin Omni-ChannelAdd areferral asa newinquirySort youropportunitiesalphabeticallyAttach adocumentClose allprimarytabsSchedulea callbackinSalesforceFind aprocess inKnowledgeOpena casePost toChatterFind astudentstrackingnumber fortheir booksTransferandinquiryFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityAccesscommonlinks inSalesforceSend anew OOEfromSalesforceSchedule anappointmentin SalesforceFind theGP ID# inSalesforceUpdatean activecaseCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentAdd a billingand shippingaddress toanopportunitySendanemailIdentify aclosedkeyaccount

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.


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