Warmtransfer aclient toanotherassociateUpdateaddressor phonenumberProvide aquote fora securityGive out atimeboundagendaLeave anote inSalesforceCompletehigh-risktransactionverificationClient failsverificationShow aclient howto viewstatementsAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateUse HelpDesk ona callUseRepWebViewHelp a clientupdatebeneficiariesSend ane-kit to aclientGiveownershipor rolestatementPerformmanualverificationThank aclient forchoosingFidelityCompleteapasswordresetUseglancewith aclientEnroll aclient inFidelityMyVoiceMake anoutboundcall/OTPProvideanaccount'sbalanceHelp a clientadd anauthorizeduserDirect theclient touse thewebsiteWarmtransfer aclient toanotherassociateUpdateaddressor phonenumberProvide aquote fora securityGive out atimeboundagendaLeave anote inSalesforceCompletehigh-risktransactionverificationClient failsverificationShow aclient howto viewstatementsAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateUse HelpDesk ona callUseRepWebViewHelp a clientupdatebeneficiariesSend ane-kit to aclientGiveownershipor rolestatementPerformmanualverificationThank aclient forchoosingFidelityCompleteapasswordresetUseglancewith aclientEnroll aclient inFidelityMyVoiceMake anoutboundcall/OTPProvideanaccount'sbalanceHelp a clientadd anauthorizeduserDirect theclient touse thewebsite

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.


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