Set UpTask ForFollow UpEnterOpportunityinSalesforceComplete aComplianceCourseTook CCApplicationRole PlayScenariow/AssociateCompletea Monthly/ QuarterlyAuditUpdateScorecard& 1x1 Formfor 1x1TookHELOC /HEILApplicationReferralto SBBankingReferraltoMerchantReferraltoMortgageEnterTask forConvoEnter anEnlightenBookedLoanHad aGreatConvo w/ClientReferraltoTreasuryLead aKickstartNewEINReferraltoWealthReferraltoExpress10 SBCampaignConvosReferralto PrivateBankingNewBusinessAccountHelped aFellowAssociateSet UpTask ForFollow UpEnterOpportunityinSalesforceComplete aComplianceCourseTook CCApplicationRole PlayScenariow/AssociateCompletea Monthly/ QuarterlyAuditUpdateScorecard& 1x1 Formfor 1x1TookHELOC /HEILApplicationReferralto SBBankingReferraltoMerchantReferraltoMortgageEnterTask forConvoEnter anEnlightenBookedLoanHad aGreatConvo w/ClientReferraltoTreasuryLead aKickstartNewEINReferraltoWealthReferraltoExpress10 SBCampaignConvosReferralto PrivateBankingNewBusinessAccountHelped aFellowAssociate

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.


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