Give ownership or role statement Make an outbound call/OTP Provide an account's balance Client fails verification Leave a note in Salesforce Give out a timebound agenda Perform manual verification Send an e-kit to a client Direct the client to use the website Express transfer a client to another associate Thank a client for choosing Fidelity Use RepWebView Add Symantic VIP Access to an account Complete a password reset Update address or phone number Help a client update beneficiaries Show a client how to view statements Use Help Desk on a call Warm transfer a client to another associate Help a client add an authorized user Enroll a client in Fidelity MyVoice Provide a quote for a security Complete high-risk transaction verification Use glance with a client Give ownership or role statement Make an outbound call/OTP Provide an account's balance Client fails verification Leave a note in Salesforce Give out a timebound agenda Perform manual verification Send an e-kit to a client Direct the client to use the website Express transfer a client to another associate Thank a client for choosing Fidelity Use RepWebView Add Symantic VIP Access to an account Complete a password reset Update address or phone number Help a client update beneficiaries Show a client how to view statements Use Help Desk on a call Warm transfer a client to another associate Help a client add an authorized user Enroll a client in Fidelity MyVoice Provide a quote for a security Complete high-risk transaction verification Use glance with a client
(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.
Give ownership or role statement
Make an outbound call/OTP
Provide an account's balance
Client fails verification
Leave a note in Salesforce
Give out a timebound agenda
Perform manual verification
Send an e-kit to a client
Direct the client to use the website
Express transfer a client to another associate
Thank a client for choosing Fidelity
Use RepWebView
Add Symantic VIP Access to an account
Complete a password reset
Update address or phone number
Help a client update beneficiaries
Show a client how to view statements
Use Help Desk on a call
Warm transfer a client to another associate
Help a client add an authorized user
Enroll a client in Fidelity MyVoice
Provide a quote for a security
Complete high-risk transaction verification
Use glance with a client