Giveownershipor rolestatementMake anoutboundcall/OTPProvideanaccount'sbalanceClient failsverificationLeave anote inSalesforceGive out atimeboundagendaPerformmanualverificationSend ane-kit to aclientDirect theclient touse thewebsiteExpresstransfer aclient toanotherassociateThank aclient forchoosingFidelityUseRepWebViewAddSymanticVIP Accessto anaccountCompleteapasswordresetUpdateaddressor phonenumberHelp a clientupdatebeneficiariesShow aclient howto viewstatementsUse HelpDesk ona callWarmtransfer aclient toanotherassociateHelp a clientadd anauthorizeduserEnroll aclient inFidelityMyVoiceProvide aquote fora securityCompletehigh-risktransactionverificationUseglancewith aclientGiveownershipor rolestatementMake anoutboundcall/OTPProvideanaccount'sbalanceClient failsverificationLeave anote inSalesforceGive out atimeboundagendaPerformmanualverificationSend ane-kit to aclientDirect theclient touse thewebsiteExpresstransfer aclient toanotherassociateThank aclient forchoosingFidelityUseRepWebViewAddSymanticVIP Accessto anaccountCompleteapasswordresetUpdateaddressor phonenumberHelp a clientupdatebeneficiariesShow aclient howto viewstatementsUse HelpDesk ona callWarmtransfer aclient toanotherassociateHelp a clientadd anauthorizeduserEnroll aclient inFidelityMyVoiceProvide aquote fora securityCompletehigh-risktransactionverificationUseglancewith aclient

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