Had aGreatConvo w/ClientUpdateScorecard& 1x1 Formfor 1x1Enter anEnlightenEnterTask forConvoRole PlayScenariow/AssociateHelped aFellowAssociateReferralto SBBankingComplete aComplianceCourseEnterOpportunityinSalesforceReferraltoExpressSet UpTask ForFollow UpReferraltoMerchantLead aKickstartReferraltoTreasuryReferraltoWealthNewBusinessAccountNewEINReferralto PrivateBankingBookedLoan10 SBCampaignConvosReferraltoMortgageTookHELOC /HEILApplicationTook CCApplicationCompletea Monthly/ QuarterlyAuditHad aGreatConvo w/ClientUpdateScorecard& 1x1 Formfor 1x1Enter anEnlightenEnterTask forConvoRole PlayScenariow/AssociateHelped aFellowAssociateReferralto SBBankingComplete aComplianceCourseEnterOpportunityinSalesforceReferraltoExpressSet UpTask ForFollow UpReferraltoMerchantLead aKickstartReferraltoTreasuryReferraltoWealthNewBusinessAccountNewEINReferralto PrivateBankingBookedLoan10 SBCampaignConvosReferraltoMortgageTookHELOC /HEILApplicationTook CCApplicationCompletea Monthly/ QuarterlyAudit

March's 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. Had a Great Convo w/ Client
  2. Update Scorecard & 1x1 Form for 1x1
  3. Enter an Enlighten
  4. Enter Task for Convo
  5. Role Play Scenario w/ Associate
  6. Helped a Fellow Associate
  7. Referral to SB Banking
  8. Complete a Compliance Course
  9. Enter Opportunity in Salesforce
  10. Referral to Express
  11. Set Up Task For Follow Up
  12. Referral to Merchant
  13. Lead a Kickstart
  14. Referral to Treasury
  15. Referral to Wealth
  16. New Business Account
  17. New EIN
  18. Referral to Private Banking
  19. Booked Loan
  20. 10 SB Campaign Convos
  21. Referral to Mortgage
  22. Took HELOC / HEIL Application
  23. Took CC Application
  24. Complete a Monthly / Quarterly Audit