Create alead inSFDCExplainhow areportworksAnswer aquestionabout theTKISuggest ITTbooklets tosomeoneorderingadmins or self-scorablesHelp abusinesscustomerHelp anEducationCustomerHelp acustomerwith ascoringquestionLog acase inSFDCMention acertificationprogramHelp acustomerpick areportHelp acustomeruse SK1Help acustomerpay aninvoiceMention awebinaronCPP.comHelpanICONEscalate acase toKimSend acustomera copy ofan invoiceSuggest thePersonalImpactReportProcess amanualSK1 setupTake anorder over$500Send acustomera followup emailMention thenew MBTItrainingbundleHelp acustomerwithElevateTake anorder over$1,000Take anorder over$2,000Create alead inSFDCExplainhow areportworksAnswer aquestionabout theTKISuggest ITTbooklets tosomeoneorderingadmins or self-scorablesHelp abusinesscustomerHelp anEducationCustomerHelp acustomerwith ascoringquestionLog acase inSFDCMention acertificationprogramHelp acustomerpick areportHelp acustomeruse SK1Help acustomerpay aninvoiceMention awebinaronCPP.comHelpanICONEscalate acase toKimSend acustomera copy ofan invoiceSuggest thePersonalImpactReportProcess amanualSK1 setupTake anorder over$500Send acustomera followup emailMention thenew MBTItrainingbundleHelp acustomerwithElevateTake anorder over$1,000Take anorder over$2,000

Customer Relations 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. Create a lead in SFDC
  2. Explain how a report works
  3. Answer a question about the TKI
  4. Suggest ITT booklets to someone ordering admins or self-scorables
  5. Help a business customer
  6. Help an Education Customer
  7. Help a customer with a scoring question
  8. Log a case in SFDC
  9. Mention a certification program
  10. Help a customer pick a report
  11. Help a customer use SK1
  12. Help a customer pay an invoice
  13. Mention a webinar on CPP.com
  14. Help an ICON
  15. Escalate a case to Kim
  16. Send a customer a copy of an invoice
  17. Suggest the Personal Impact Report
  18. Process a manual SK1 setup
  19. Take an order over $500
  20. Send a customer a follow up email
  21. Mention the new MBTI training bundle
  22. Help a customer with Elevate
  23. Take an order over $1,000
  24. Take an order over $2,000