Postabout anERG onYammerRecommendChat featureto agent orcustomer(10x)Updatehuddlestats dailyPost afloorwalkVisit thewellnessportalCall out forMissingInformation(4x)Respondto floorwalk (4x)Submitcustomerfeedbackin trackersenddigital EFTemail tocustomerRefer anagent toEBCSuggestan IKEeditInvest inyou JDItimeCOI- digitalwalkthroughw/customerListen to twoof your callsand identifycaller type(2x)Signcustomerup forEFTInvest inyou JDItimeReach yourperformancegoalCOI- digitalwalkthroughw/customerReceive10/10 onMedalliaSubmitcustomerfeedbackin trackerReceive10/10 onMedalliaRecognizeateammateSignsomeoneup forMyAccountMake anew goal(share it)Postabout anERG onYammerRecommendChat featureto agent orcustomer(10x)Updatehuddlestats dailyPost afloorwalkVisit thewellnessportalCall out forMissingInformation(4x)Respondto floorwalk (4x)Submitcustomerfeedbackin trackersenddigital EFTemail tocustomerRefer anagent toEBCSuggestan IKEeditInvest inyou JDItimeCOI- digitalwalkthroughw/customerListen to twoof your callsand identifycaller type(2x)Signcustomerup forEFTInvest inyou JDItimeReach yourperformancegoalCOI- digitalwalkthroughw/customerReceive10/10 onMedalliaSubmitcustomerfeedbackin trackerReceive10/10 onMedalliaRecognizeateammateSignsomeoneup forMyAccountMake anew goal(share it)

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