Add areferral asa newinquiryAttach adocumentSchedulea callbackinSalesforceFind a personaccount usingphonenumberFind aprocess inKnowledgeAdd a billingand shippingaddress to anOpportunitySend aNew OOEfromSalesforcePost toChatterSendanemailConvertfrominquiry toopportunityAccept aninquiryfrom Omni-ChannelUpdatean activecaseAccesscommonlinks inSalesforceFind theGP ID # inSalesforceClose allprimarytabsTransferanInquiryIdentify aclosedkeyaccountLocate aninvoicenumberwithinSalesforceCreatea newtaskOpena caseSort youropportunitiesalphabeticallyFind the linkthat you wouldsend to thestudent uponOOE being sentFind thestudentstrackingnumber fortheir booksSchedule anappointmentinSalesforceAdd areferral asa newinquiryAttach adocumentSchedulea callbackinSalesforceFind a personaccount usingphonenumberFind aprocess inKnowledgeAdd a billingand shippingaddress to anOpportunitySend aNew OOEfromSalesforcePost toChatterSendanemailConvertfrominquiry toopportunityAccept aninquiryfrom Omni-ChannelUpdatean activecaseAccesscommonlinks inSalesforceFind theGP ID # inSalesforceClose allprimarytabsTransferanInquiryIdentify aclosedkeyaccountLocate aninvoicenumberwithinSalesforceCreatea newtaskOpena caseSort youropportunitiesalphabeticallyFind the linkthat you wouldsend to thestudent uponOOE being sentFind thestudentstrackingnumber fortheir booksSchedule anappointmentinSalesforce

Salesforce 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. Add a referral as a new inquiry
  2. Attach a document
  3. Schedule a callback in Salesforce
  4. Find a person account using phone number
  5. Find a process in Knowledge
  6. Add a billing and shipping address to an Opportunity
  7. Send a New OOE from Salesforce
  8. Post to Chatter
  9. Send an email
  10. Convert from inquiry to opportunity
  11. Accept an inquiry from Omni-Channel
  12. Update an active case
  13. Access common links in Salesforce
  14. Find the GP ID # in Salesforce
  15. Close all primary tabs
  16. Transfer an Inquiry
  17. Identify a closed key account
  18. Locate an invoice number within Salesforce
  19. Create a new task
  20. Open a case
  21. Sort your opportunities alphabetically
  22. Find the link that you would send to the student upon OOE being sent
  23. Find the students tracking number for their books
  24. Schedule an appointment in Salesforce