Help a clientupdatebeneficiariesGive out atimeboundagendaCompleteapasswordresetLeave anote inSalesforceAddSymanticVIP Accessto anaccountHelp a clientadd anauthorizeduserClient failsverificationPerformmanualverificationExpresstransfer aclient toanotherassociateDirect theclient touse thewebsiteWarmtransfer aclient toanotherassociateMake anoutboundcall/OTPProvide aquote fora securityThank aclient forchoosingFidelityShow aclient howto viewstatementsUpdateaddressor phonenumberUseglancewith aclientEnroll aclient inFidelityMyVoiceUseRepWebViewUse HelpDesk ona callGiveownershipor rolestatementSend ane-kit to aclientProvideanaccount'sbalanceCompletehigh-risktransactionverificationHelp a clientupdatebeneficiariesGive out atimeboundagendaCompleteapasswordresetLeave anote inSalesforceAddSymanticVIP Accessto anaccountHelp a clientadd anauthorizeduserClient failsverificationPerformmanualverificationExpresstransfer aclient toanotherassociateDirect theclient touse thewebsiteWarmtransfer aclient toanotherassociateMake anoutboundcall/OTPProvide aquote fora securityThank aclient forchoosingFidelityShow aclient howto viewstatementsUpdateaddressor phonenumberUseglancewith aclientEnroll aclient inFidelityMyVoiceUseRepWebViewUse HelpDesk ona callGiveownershipor rolestatementSend ane-kit to aclientProvideanaccount'sbalanceCompletehigh-risktransactionverification

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