Provide aquote fora securitySend ane-kit to aclientGiveownershipor rolestatementHelp a clientadd anauthorizeduserAddSymanticVIP Accessto anaccountThank aclient forchoosingFidelityLeave anote inSalesforceExpresstransfer aclient toanotherassociateDirect theclient touse thewebsiteMake anoutboundcall/OTPCompleteapasswordresetGive out atimeboundagendaEnroll aclient inFidelityMyVoiceHelp a clientupdatebeneficiariesCompletehigh-risktransactionverificationClient failsverificationPerformmanualverificationUseglancewith aclientProvideanaccount'sbalanceWarmtransfer aclient toanotherassociateUpdateaddressor phonenumberUseRepWebViewShow aclient howto viewstatementsUse HelpDesk ona callProvide aquote fora securitySend ane-kit to aclientGiveownershipor rolestatementHelp a clientadd anauthorizeduserAddSymanticVIP Accessto anaccountThank aclient forchoosingFidelityLeave anote inSalesforceExpresstransfer aclient toanotherassociateDirect theclient touse thewebsiteMake anoutboundcall/OTPCompleteapasswordresetGive out atimeboundagendaEnroll aclient inFidelityMyVoiceHelp a clientupdatebeneficiariesCompletehigh-risktransactionverificationClient failsverificationPerformmanualverificationUseglancewith aclientProvideanaccount'sbalanceWarmtransfer aclient toanotherassociateUpdateaddressor phonenumberUseRepWebViewShow aclient howto viewstatementsUse HelpDesk ona call

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