Client failsverificationGive out atimeboundagendaLeave anote inSalesforceUse HelpDesk ona callProvideanaccount'sbalanceCompletehigh-risktransactionverificationMake anoutboundcall/OTPSend ane-kit to aclientEnroll aclient inFidelityMyVoiceDirect theclient touse thewebsiteUseglancewith aclientAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateShow aclient howto viewstatementsWarmtransfer aclient toanotherassociateCompleteapasswordresetProvide aquote fora securityUseRepWebViewGiveownershipor rolestatementUpdateaddressor phonenumberHelp a clientupdatebeneficiariesThank aclient forchoosingFidelityPerformmanualverificationHelp a clientadd anauthorizeduserClient failsverificationGive out atimeboundagendaLeave anote inSalesforceUse HelpDesk ona callProvideanaccount'sbalanceCompletehigh-risktransactionverificationMake anoutboundcall/OTPSend ane-kit to aclientEnroll aclient inFidelityMyVoiceDirect theclient touse thewebsiteUseglancewith aclientAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateShow aclient howto viewstatementsWarmtransfer aclient toanotherassociateCompleteapasswordresetProvide aquote fora securityUseRepWebViewGiveownershipor rolestatementUpdateaddressor phonenumberHelp a clientupdatebeneficiariesThank aclient forchoosingFidelityPerformmanualverificationHelp a clientadd anauthorizeduser

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