Client failsverificationMake anoutboundcall/OTPLeave anote inSalesforceHelp a clientadd anauthorizeduserProvideanaccount'sbalanceUpdateaddressor phonenumberCompleteapasswordresetProvide aquote fora securitySend ane-kit to aclientWarmtransfer aclient toanotherassociateShow aclient howto viewstatementsPerformmanualverificationCompletehigh-risktransactionverificationDirect theclient touse thewebsiteUseglancewith aclientExpresstransfer aclient toanotherassociateEnroll aclient inFidelityMyVoiceGiveownershipor rolestatementUse HelpDesk ona callAddSymanticVIP Accessto anaccountUseRepWebViewGive out atimeboundagendaThank aclient forchoosingFidelityHelp a clientupdatebeneficiariesClient failsverificationMake anoutboundcall/OTPLeave anote inSalesforceHelp a clientadd anauthorizeduserProvideanaccount'sbalanceUpdateaddressor phonenumberCompleteapasswordresetProvide aquote fora securitySend ane-kit to aclientWarmtransfer aclient toanotherassociateShow aclient howto viewstatementsPerformmanualverificationCompletehigh-risktransactionverificationDirect theclient touse thewebsiteUseglancewith aclientExpresstransfer aclient toanotherassociateEnroll aclient inFidelityMyVoiceGiveownershipor rolestatementUse HelpDesk ona callAddSymanticVIP Accessto anaccountUseRepWebViewGive out atimeboundagendaThank aclient forchoosingFidelityHelp a clientupdatebeneficiaries

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