Refer anagent toEBCInvest inyou JDItimeReceive10/10 onMedalliaRecognizeateammateInvest inyou JDItimeReceive10/10 onMedalliaSubmitcustomerfeedbackin trackersenddigital EFTemail tocustomerRecommendChat featureto agent orcustomer(10x)Post afloorwalkRespondto floorwalk (4x)Reach yourperformancegoalUpdatehuddlestats dailyMake anew goal(share it)Signcustomerup forEFTPostabout anERG onYammerCOI- digitalwalkthroughw/customerCall out forMissingInformation(4x)Signsomeoneup forMyAccountVisit thewellnessportalSuggestan IKEeditCOI- digitalwalkthroughw/customerListen to twoof your callsand identifycaller type(2x)Submitcustomerfeedbackin trackerRefer anagent toEBCInvest inyou JDItimeReceive10/10 onMedalliaRecognizeateammateInvest inyou JDItimeReceive10/10 onMedalliaSubmitcustomerfeedbackin trackersenddigital EFTemail tocustomerRecommendChat featureto agent orcustomer(10x)Post afloorwalkRespondto floorwalk (4x)Reach yourperformancegoalUpdatehuddlestats dailyMake anew goal(share it)Signcustomerup forEFTPostabout anERG onYammerCOI- digitalwalkthroughw/customerCall out forMissingInformation(4x)Signsomeoneup forMyAccountVisit thewellnessportalSuggestan IKEeditCOI- digitalwalkthroughw/customerListen to twoof your callsand identifycaller type(2x)Submitcustomerfeedbackin 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. Refer an agent to EBC
  2. Invest in you JDI time
  3. Receive 10/10 on Medallia
  4. Recognize a teammate
  5. Invest in you JDI time
  6. Receive 10/10 on Medallia
  7. Submit customer feedback in tracker
  8. send digital EFT email to customer
  9. Recommend Chat feature to agent or customer (10x)
  10. Post a floor walk
  11. Respond to floor walk (4x)
  12. Reach your performance goal
  13. Update huddle stats daily
  14. Make a new goal (share it)
  15. Sign customer up for EFT
  16. Post about an ERG on Yammer
  17. COI- digital walkthrough w/customer
  18. Call out for Missing Information (4x)
  19. Sign someone up for MyAccount
  20. Visit the wellness portal
  21. Suggest an IKE edit
  22. COI- digital walkthrough w/customer
  23. Listen to two of your calls and identify caller type (2x)
  24. Submit customer feedback in tracker