CompleteapasswordresetMake anoutboundcall/OTPExpresstransfer aclient toanotherassociateGive out atimeboundagendaHelp a clientadd anauthorizeduserWarmtransfer aclient toanotherassociateThank aclient forchoosingFidelityGiveownershipor rolestatementSend ane-kit to aclientProvide aquote fora securityPerformmanualverificationEnroll aclient inFidelityMyVoiceUseglancewith aclientUpdateaddressor phonenumberHelp a clientupdatebeneficiariesShow aclient howto viewstatementsCompletehigh-risktransactionverificationClient failsverificationAddSymanticVIP Accessto anaccountLeave anote inSalesforceProvideanaccount'sbalanceDirect theclient touse thewebsiteUseRepWebViewUse HelpDesk ona callCompleteapasswordresetMake anoutboundcall/OTPExpresstransfer aclient toanotherassociateGive out atimeboundagendaHelp a clientadd anauthorizeduserWarmtransfer aclient toanotherassociateThank aclient forchoosingFidelityGiveownershipor rolestatementSend ane-kit to aclientProvide aquote fora securityPerformmanualverificationEnroll aclient inFidelityMyVoiceUseglancewith aclientUpdateaddressor phonenumberHelp a clientupdatebeneficiariesShow aclient howto viewstatementsCompletehigh-risktransactionverificationClient failsverificationAddSymanticVIP Accessto anaccountLeave anote inSalesforceProvideanaccount'sbalanceDirect theclient touse thewebsiteUseRepWebViewUse HelpDesk ona call

First Phone Day Bingo - 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. Complete a password reset
  2. Make an outbound call/OTP
  3. Express transfer a client to another associate
  4. Give out a timebound agenda
  5. Help a client add an authorized user
  6. Warm transfer a client to another associate
  7. Thank a client for choosing Fidelity
  8. Give ownership or role statement
  9. Send an e-kit to a client
  10. Provide a quote for a security
  11. Perform manual verification
  12. Enroll a client in Fidelity MyVoice
  13. Use glance with a client
  14. Update address or phone number
  15. Help a client update beneficiaries
  16. Show a client how to view statements
  17. Complete high-risk transaction verification
  18. Client fails verification
  19. Add Symantic VIP Access to an account
  20. Leave a note in Salesforce
  21. Provide an account's balance
  22. Direct the client to use the website
  23. Use RepWebView
  24. Use Help Desk on a call