Provide aquote fora securityWarmtransfer aclient toanotherassociateMake anoutboundcall/OTPPerformmanualverificationCompletehigh-risktransactionverificationHelp a clientadd anauthorizeduserSend ane-kit to aclientShow aclient howto viewstatementsAddSymanticVIP Accessto anaccountEnroll aclient inFidelityMyVoiceGive out atimeboundagendaUse HelpDesk ona callLeave anote inSalesforceGiveownershipor rolestatementDirect theclient touse thewebsiteClient failsverificationUseglancewith aclientUpdateaddressor phonenumberThank aclient forchoosingFidelityCompleteapasswordresetHelp a clientupdatebeneficiariesExpresstransfer aclient toanotherassociateProvideanaccount'sbalanceUseRepWebViewProvide aquote fora securityWarmtransfer aclient toanotherassociateMake anoutboundcall/OTPPerformmanualverificationCompletehigh-risktransactionverificationHelp a clientadd anauthorizeduserSend ane-kit to aclientShow aclient howto viewstatementsAddSymanticVIP Accessto anaccountEnroll aclient inFidelityMyVoiceGive out atimeboundagendaUse HelpDesk ona callLeave anote inSalesforceGiveownershipor rolestatementDirect theclient touse thewebsiteClient failsverificationUseglancewith aclientUpdateaddressor phonenumberThank aclient forchoosingFidelityCompleteapasswordresetHelp a clientupdatebeneficiariesExpresstransfer aclient toanotherassociateProvideanaccount'sbalanceUseRepWebView

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