Thank aclient forchoosingFidelityAddSymanticVIP Accessto anaccountCompletehigh-risktransactionverificationUseRepWebViewClient failsverificationEnroll aclient inFidelityMyVoiceGiveownershipor rolestatementHelp a clientupdatebeneficiariesPerformmanualverificationUse HelpDesk ona callHelp a clientadd anauthorizeduserCompleteapasswordresetProvideanaccount'sbalanceDirect theclient touse thewebsiteUseglancewith aclientProvide aquote fora securityExpresstransfer aclient toanotherassociateUpdateaddressor phonenumberShow aclient howto viewstatementsWarmtransfer aclient toanotherassociateGive out atimeboundagendaMake anoutboundcall/OTPSend ane-kit to aclientLeave anote inSalesforceThank aclient forchoosingFidelityAddSymanticVIP Accessto anaccountCompletehigh-risktransactionverificationUseRepWebViewClient failsverificationEnroll aclient inFidelityMyVoiceGiveownershipor rolestatementHelp a clientupdatebeneficiariesPerformmanualverificationUse HelpDesk ona callHelp a clientadd anauthorizeduserCompleteapasswordresetProvideanaccount'sbalanceDirect theclient touse thewebsiteUseglancewith aclientProvide aquote fora securityExpresstransfer aclient toanotherassociateUpdateaddressor phonenumberShow aclient howto viewstatementsWarmtransfer aclient toanotherassociateGive out atimeboundagendaMake anoutboundcall/OTPSend ane-kit to aclientLeave 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. Thank a client for choosing Fidelity
  2. Add Symantic VIP Access to an account
  3. Complete high-risk transaction verification
  4. Use RepWebView
  5. Client fails verification
  6. Enroll a client in Fidelity MyVoice
  7. Give ownership or role statement
  8. Help a client update beneficiaries
  9. Perform manual verification
  10. Use Help Desk on a call
  11. Help a client add an authorized user
  12. Complete a password reset
  13. Provide an account's balance
  14. Direct the client to use the website
  15. Use glance with a client
  16. Provide a quote for a security
  17. Express transfer a client to another associate
  18. Update address or phone number
  19. Show a client how to view statements
  20. Warm transfer a client to another associate
  21. Give out a timebound agenda
  22. Make an outbound call/OTP
  23. Send an e-kit to a client
  24. Leave a note in Salesforce