Set UpTask ForFollow UpComplete aComplianceCourseEnter anEnlightenReferraltoMortgageReferralto SBBankingReferralto PrivateBankingReferraltoExpressBookedLoanEnterTask forConvoHad aGreatConvo w/ClientHelped aFellowAssociateNewEINEnterOpportunityinSalesforceTookHELOC /HEILApplicationCompletea Monthly/ QuarterlyAuditReferraltoTreasuryUpdateScorecard& 1x1 Formfor 1x1Lead aKickstartReferraltoMerchant10 SBCampaignConvosReferraltoWealthRole PlayScenariow/AssociateNewBusinessAccountTook CCApplicationSet UpTask ForFollow UpComplete aComplianceCourseEnter anEnlightenReferraltoMortgageReferralto SBBankingReferralto PrivateBankingReferraltoExpressBookedLoanEnterTask forConvoHad aGreatConvo w/ClientHelped aFellowAssociateNewEINEnterOpportunityinSalesforceTookHELOC /HEILApplicationCompletea Monthly/ QuarterlyAuditReferraltoTreasuryUpdateScorecard& 1x1 Formfor 1x1Lead aKickstartReferraltoMerchant10 SBCampaignConvosReferraltoWealthRole PlayScenariow/AssociateNewBusinessAccountTook CCApplication

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