COI- digitalwalkthroughw/customerSigncustomerup forEFTSignsomeoneup forMyAccountsenddigital EFTemail tocustomerCOI- digitalwalkthroughw/customerVisit thewellnessportalRecommendChat featureto agent orcustomer(10x)Invest inyou JDItimePostabout anERG onYammerListen to twoof your callsand identifycaller type(2x)RecognizeateammatePost afloorwalkRefer anagent toEBCMake anew goal(share it)Receive10/10 onMedalliaInvest inyou JDItimeSubmitcustomerfeedbackin trackerReceive10/10 onMedalliaReach yourperformancegoalCall out forMissingInformation(4x)Updatehuddlestats dailyRespondto floorwalk (4x)Suggestan IKEeditSubmitcustomerfeedbackin trackerCOI- digitalwalkthroughw/customerSigncustomerup forEFTSignsomeoneup forMyAccountsenddigital EFTemail tocustomerCOI- digitalwalkthroughw/customerVisit thewellnessportalRecommendChat featureto agent orcustomer(10x)Invest inyou JDItimePostabout anERG onYammerListen to twoof your callsand identifycaller type(2x)RecognizeateammatePost afloorwalkRefer anagent toEBCMake anew goal(share it)Receive10/10 onMedalliaInvest inyou JDItimeSubmitcustomerfeedbackin trackerReceive10/10 onMedalliaReach yourperformancegoalCall out forMissingInformation(4x)Updatehuddlestats dailyRespondto floorwalk (4x)Suggestan IKEeditSubmitcustomerfeedbackin tracker

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