senddigital EFTemail tocustomerInvest inyou JDItimeSuggestan IKEeditReceive10/10 onMedalliaSignsomeoneup forMyAccountCOI- digitalwalkthroughw/customerRecommendChat featureto agent orcustomer(10x)Submitcustomerfeedbackin trackerCall out forMissingInformation(4x)RecognizeateammateCOI- digitalwalkthroughw/customerMake anew goal(share it)Listen to twoof your callsand identifycaller type(2x)Refer anagent toEBCPost afloorwalkRespondto floorwalk (4x)Updatehuddlestats dailyReach yourperformancegoalSigncustomerup forEFTPostabout anERG onYammerReceive10/10 onMedalliaInvest inyou JDItimeSubmitcustomerfeedbackin trackerVisit thewellnessportalsenddigital EFTemail tocustomerInvest inyou JDItimeSuggestan IKEeditReceive10/10 onMedalliaSignsomeoneup forMyAccountCOI- digitalwalkthroughw/customerRecommendChat featureto agent orcustomer(10x)Submitcustomerfeedbackin trackerCall out forMissingInformation(4x)RecognizeateammateCOI- digitalwalkthroughw/customerMake anew goal(share it)Listen to twoof your callsand identifycaller type(2x)Refer anagent toEBCPost afloorwalkRespondto floorwalk (4x)Updatehuddlestats dailyReach yourperformancegoalSigncustomerup forEFTPostabout anERG onYammerReceive10/10 onMedalliaInvest inyou JDItimeSubmitcustomerfeedbackin trackerVisit thewellnessportal

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