Help a clientadd anauthorizeduserSend ane-kit to aclientDirect theclient touse thewebsiteLeave anote inSalesforceHelp a clientupdatebeneficiariesUse HelpDesk ona callAddSymanticVIP Accessto anaccountUpdateaddressor phonenumberEnroll aclient inFidelityMyVoiceThank aclient forchoosingFidelityUseglancewith aclientExpresstransfer aclient toanotherassociatePerformmanualverificationProvide aquote fora securityClient failsverificationGive out atimeboundagendaCompleteapasswordresetUseRepWebViewMake anoutboundcall/OTPProvideanaccount'sbalanceShow aclient howto viewstatementsWarmtransfer aclient toanotherassociateGiveownershipor rolestatementCompletehigh-risktransactionverificationHelp a clientadd anauthorizeduserSend ane-kit to aclientDirect theclient touse thewebsiteLeave anote inSalesforceHelp a clientupdatebeneficiariesUse HelpDesk ona callAddSymanticVIP Accessto anaccountUpdateaddressor phonenumberEnroll aclient inFidelityMyVoiceThank aclient forchoosingFidelityUseglancewith aclientExpresstransfer aclient toanotherassociatePerformmanualverificationProvide aquote fora securityClient failsverificationGive out atimeboundagendaCompleteapasswordresetUseRepWebViewMake anoutboundcall/OTPProvideanaccount'sbalanceShow aclient howto viewstatementsWarmtransfer aclient toanotherassociateGiveownershipor rolestatementCompletehigh-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.


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