ReferraltoWealthLead aKickstartRole PlayScenariow/AssociateEnterTask forConvoNewEINUpdateScorecard& 1x1 Formfor 1x1Completea Monthly/ QuarterlyAuditSet UpTask ForFollow UpBookedLoanHelped aFellowAssociateTookHELOC /HEILApplicationReferraltoMerchantReferraltoMortgageEnter anEnlightenComplete aComplianceCourseReferralto SBBankingReferralto PrivateBankingReferraltoTreasuryReferraltoExpress10 SBCampaignConvosEnterOpportunityinSalesforceNewBusinessAccountTook CCApplicationHad aGreatConvo w/ClientReferraltoWealthLead aKickstartRole PlayScenariow/AssociateEnterTask forConvoNewEINUpdateScorecard& 1x1 Formfor 1x1Completea Monthly/ QuarterlyAuditSet UpTask ForFollow UpBookedLoanHelped aFellowAssociateTookHELOC /HEILApplicationReferraltoMerchantReferraltoMortgageEnter anEnlightenComplete aComplianceCourseReferralto SBBankingReferralto PrivateBankingReferraltoTreasuryReferraltoExpress10 SBCampaignConvosEnterOpportunityinSalesforceNewBusinessAccountTook CCApplicationHad aGreatConvo w/Client

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