Was the bestoutcomeprovided tothecustomer?Vulnerabilityidentified?Credit FilestatementadvisedFurtherActionsadvisedAffordabilityhas beenconfirmedPolite andprofessionalthroughoutthe callNotesI&Ecompleted? SignpostingCorrectinformationprovidedthroughoutthe callDid theadvisor takeownership oftheagreement? Reason forarrearsestablsihed?ID&VPassedCorrectactions?ContactscheckedBFID flaghas beenraised insalesforce?Was the bestoutcomeprovided tothecustomer?Vulnerabilityidentified?Credit FilestatementadvisedFurtherActionsadvisedAffordabilityhas beenconfirmedPolite andprofessionalthroughoutthe callNotesI&Ecompleted? SignpostingCorrectinformationprovidedthroughoutthe callDid theadvisor takeownership oftheagreement? Reason forarrearsestablsihed?ID&VPassedCorrectactions?ContactscheckedBFID flaghas beenraised insalesforce?

CCS 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
  1. Was the best outcome provided to the customer?
  2. Vulnerability identified?
  3. Credit File statement advised
  4. Further Actions advised
  5. Affordability has been confirmed
  6. Polite and professional throughout the call
  7. Notes
  8. I&E completed?
  9. Signposting
  10. Correct information provided throughout the call
  11. Did the advisor take ownership of the agreement?
  12. Reason for arrears establsihed?
  13. ID&V Passed
  14. Correct actions?
  15. Contacts checked
  16. BFID flag has been raised in salesforce?