UseRepWebViewGiveownershipor rolestatementUpdateaddressor phonenumberUseglancewith aclientEnroll aclient inFidelityMyVoiceLeave anote inSalesforceCompletehigh-risktransactionverificationProvideanaccount'sbalanceWarmtransfer aclient toanotherassociateGive out atimeboundagendaProvide aquote fora securityDirect theclient touse thewebsitePerformmanualverificationThank aclient forchoosingFidelityMake anoutboundcall/OTPHelp a clientupdatebeneficiariesExpresstransfer aclient toanotherassociateSend ane-kit to aclientAddSymanticVIP Accessto anaccountHelp a clientadd anauthorizeduserCompleteapasswordresetClient failsverificationShow aclient howto viewstatementsUse HelpDesk ona callUseRepWebViewGiveownershipor rolestatementUpdateaddressor phonenumberUseglancewith aclientEnroll aclient inFidelityMyVoiceLeave anote inSalesforceCompletehigh-risktransactionverificationProvideanaccount'sbalanceWarmtransfer aclient toanotherassociateGive out atimeboundagendaProvide aquote fora securityDirect theclient touse thewebsitePerformmanualverificationThank aclient forchoosingFidelityMake anoutboundcall/OTPHelp a clientupdatebeneficiariesExpresstransfer aclient toanotherassociateSend ane-kit to aclientAddSymanticVIP Accessto anaccountHelp a clientadd anauthorizeduserCompleteapasswordresetClient failsverificationShow 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. Use RepWebView
  2. Give ownership or role statement
  3. Update address or phone number
  4. Use glance with a client
  5. Enroll a client in Fidelity MyVoice
  6. Leave a note in Salesforce
  7. Complete high-risk transaction verification
  8. Provide an account's balance
  9. Warm transfer a client to another associate
  10. Give out a timebound agenda
  11. Provide a quote for a security
  12. Direct the client to use the website
  13. Perform manual verification
  14. Thank a client for choosing Fidelity
  15. Make an outbound call/OTP
  16. Help a client update beneficiaries
  17. Express transfer a client to another associate
  18. Send an e-kit to a client
  19. Add Symantic VIP Access to an account
  20. Help a client add an authorized user
  21. Complete a password reset
  22. Client fails verification
  23. Show a client how to view statements
  24. Use Help Desk on a call