senddigital EFTemail tocustomerVisit thewellnessportalReceive10/10 onMedalliaSubmitcustomerfeedbackin trackerPost afloorwalkListen to twoof your callsand identifycaller type(2x)Reach yourperformancegoalSuggestan IKEeditSubmitcustomerfeedbackin trackerReceive10/10 onMedalliaInvest inyou JDItimeCOI- digitalwalkthroughw/customerSignsomeoneup forMyAccountSigncustomerup forEFTCOI- digitalwalkthroughw/customerRecommendChat featureto agent orcustomer(10x)Make anew goal(share it)RecognizeateammateCall out forMissingInformation(4x)Invest inyou JDItimeRespondto floorwalk (4x)Postabout anERG onYammerUpdatehuddlestats dailyRefer anagent toEBCsenddigital EFTemail tocustomerVisit thewellnessportalReceive10/10 onMedalliaSubmitcustomerfeedbackin trackerPost afloorwalkListen to twoof your callsand identifycaller type(2x)Reach yourperformancegoalSuggestan IKEeditSubmitcustomerfeedbackin trackerReceive10/10 onMedalliaInvest inyou JDItimeCOI- digitalwalkthroughw/customerSignsomeoneup forMyAccountSigncustomerup forEFTCOI- digitalwalkthroughw/customerRecommendChat featureto agent orcustomer(10x)Make anew goal(share it)RecognizeateammateCall out forMissingInformation(4x)Invest inyou JDItimeRespondto floorwalk (4x)Postabout anERG onYammerUpdatehuddlestats dailyRefer anagent toEBC

CSR 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. send digital EFT email to customer
  2. Visit the wellness portal
  3. Receive 10/10 on Medallia
  4. Submit customer feedback in tracker
  5. Post a floor walk
  6. Listen to two of your calls and identify caller type (2x)
  7. Reach your performance goal
  8. Suggest an IKE edit
  9. Submit customer feedback in tracker
  10. Receive 10/10 on Medallia
  11. Invest in you JDI time
  12. COI- digital walkthrough w/customer
  13. Sign someone up for MyAccount
  14. Sign customer up for EFT
  15. COI- digital walkthrough w/customer
  16. Recommend Chat feature to agent or customer (10x)
  17. Make a new goal (share it)
  18. Recognize a teammate
  19. Call out for Missing Information (4x)
  20. Invest in you JDI time
  21. Respond to floor walk (4x)
  22. Post about an ERG on Yammer
  23. Update huddle stats daily
  24. Refer an agent to EBC