Give out atimeboundagendaSend ane-kit to aclientUseRepWebViewLeave anote inSalesforceHelp a clientadd anauthorizeduserCompleteapasswordresetWarmtransfer aclient toanotherassociateAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateThank aclient forchoosingFidelityGiveownershipor rolestatementUseglancewith aclientPerformmanualverificationCompletehigh-risktransactionverificationUse HelpDesk ona callHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceShow aclient howto viewstatementsProvide aquote fora securityUpdateaddressor phonenumberClient failsverificationDirect theclient touse thewebsiteMake anoutboundcall/OTPProvideanaccount'sbalanceGive out atimeboundagendaSend ane-kit to aclientUseRepWebViewLeave anote inSalesforceHelp a clientadd anauthorizeduserCompleteapasswordresetWarmtransfer aclient toanotherassociateAddSymanticVIP Accessto anaccountExpresstransfer aclient toanotherassociateThank aclient forchoosingFidelityGiveownershipor rolestatementUseglancewith aclientPerformmanualverificationCompletehigh-risktransactionverificationUse HelpDesk ona callHelp a clientupdatebeneficiariesEnroll aclient inFidelityMyVoiceShow aclient howto viewstatementsProvide aquote fora securityUpdateaddressor phonenumberClient failsverificationDirect theclient touse thewebsiteMake anoutboundcall/OTPProvideanaccount'sbalance

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.


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