ReferraltoMerchantReferralto PrivateBankingCompletea Monthly/ QuarterlyAuditNewEINEnter anEnlightenTook CCApplicationReferraltoTreasuryHad aGreatConvo w/ClientSet UpTask ForFollow Up10 SBCampaignConvosEnterTask forConvoReferralto SBBankingLead aKickstartUpdateScorecard& 1x1 Formfor 1x1ReferraltoExpressReferraltoMortgageNewBusinessAccountComplete aComplianceCourseHelped aFellowAssociateReferraltoWealthRole PlayScenariow/AssociateEnterOpportunityinSalesforceTookHELOC /HEILApplicationBookedLoanReferraltoMerchantReferralto PrivateBankingCompletea Monthly/ QuarterlyAuditNewEINEnter anEnlightenTook CCApplicationReferraltoTreasuryHad aGreatConvo w/ClientSet UpTask ForFollow Up10 SBCampaignConvosEnterTask forConvoReferralto SBBankingLead aKickstartUpdateScorecard& 1x1 Formfor 1x1ReferraltoExpressReferraltoMortgageNewBusinessAccountComplete aComplianceCourseHelped aFellowAssociateReferraltoWealthRole PlayScenariow/AssociateEnterOpportunityinSalesforceTookHELOC /HEILApplicationBookedLoan

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