Give out atimeboundagendaExpresstransfer aclient toanotherassociateThank aclient forchoosingFidelityUpdateaddressor phonenumberDirect theclient touse thewebsiteWarmtransfer aclient toanotherassociateCompletehigh-risktransactionverificationProvide aquote fora securityShow aclient howto viewstatementsPerformmanualverificationProvideanaccount'sbalanceClient failsverificationUseRepWebViewGiveownershipor rolestatementSend ane-kit to aclientHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceUseglancewith aclientAddSymanticVIP Accessto anaccountMake anoutboundcall/OTPLeave anote inSalesforceCompleteapasswordresetUse HelpDesk ona callHelp a clientadd anauthorizeduserGive out atimeboundagendaExpresstransfer aclient toanotherassociateThank aclient forchoosingFidelityUpdateaddressor phonenumberDirect theclient touse thewebsiteWarmtransfer aclient toanotherassociateCompletehigh-risktransactionverificationProvide aquote fora securityShow aclient howto viewstatementsPerformmanualverificationProvideanaccount'sbalanceClient failsverificationUseRepWebViewGiveownershipor rolestatementSend ane-kit to aclientHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceUseglancewith aclientAddSymanticVIP Accessto anaccountMake anoutboundcall/OTPLeave anote inSalesforceCompleteapasswordresetUse HelpDesk ona callHelp 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. Give out a timebound agenda
  2. Express transfer a client to another associate
  3. Thank a client for choosing Fidelity
  4. Update address or phone number
  5. Direct the client to use the website
  6. Warm transfer a client to another associate
  7. Complete high-risk transaction verification
  8. Provide a quote for a security
  9. Show a client how to view statements
  10. Perform manual verification
  11. Provide an account's balance
  12. Client fails verification
  13. Use RepWebView
  14. Give ownership or role statement
  15. Send an e-kit to a client
  16. Help a client update beneficiaries
  17. Enroll a client in Fidelity MyVoice
  18. Use glance with a client
  19. Add Symantic VIP Access to an account
  20. Make an outbound call/OTP
  21. Leave a note in Salesforce
  22. Complete a password reset
  23. Use Help Desk on a call
  24. Help a client add an authorized user