Give out atimeboundagendaExpresstransfer aclient toanotherassociateHelp a clientupdatebeneficiariesShow aclient howto viewstatementsUse HelpDesk ona callSend ane-kit to aclientDirect theclient touse thewebsiteClient failsverificationUseRepWebViewThank aclient forchoosingFidelityEnroll aclient inFidelityMyVoiceUseglancewith aclientProvide aquote fora securityPerformmanualverificationCompleteapasswordresetUpdateaddressor phonenumberMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateProvideanaccount'sbalanceGiveownershipor rolestatementHelp a clientadd anauthorizeduserAddSymanticVIP Accessto anaccountCompletehigh-risktransactionverificationLeave anote inSalesforceGive out atimeboundagendaExpresstransfer aclient toanotherassociateHelp a clientupdatebeneficiariesShow aclient howto viewstatementsUse HelpDesk ona callSend ane-kit to aclientDirect theclient touse thewebsiteClient failsverificationUseRepWebViewThank aclient forchoosingFidelityEnroll aclient inFidelityMyVoiceUseglancewith aclientProvide aquote fora securityPerformmanualverificationCompleteapasswordresetUpdateaddressor phonenumberMake anoutboundcall/OTPWarmtransfer aclient toanotherassociateProvideanaccount'sbalanceGiveownershipor rolestatementHelp a clientadd anauthorizeduserAddSymanticVIP Accessto anaccountCompletehigh-risktransactionverificationLeave anote inSalesforce

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