Lead aKickstartReferraltoWealthTook CCApplicationReferralto SBBankingHad aGreatConvo w/ClientHelped aFellowAssociateEnterTask forConvoEnterOpportunityinSalesforceRole PlayScenariow/AssociateNewEINUpdateScorecard& 1x1 Formfor 1x1Set UpTask ForFollow UpReferraltoExpressReferralto PrivateBankingTookHELOC /HEILApplicationReferraltoMerchantComplete aComplianceCourse10 SBCampaignConvosCompletea Monthly/ QuarterlyAuditReferraltoTreasuryEnter anEnlightenBookedLoanReferraltoMortgageNewBusinessAccountLead aKickstartReferraltoWealthTook CCApplicationReferralto SBBankingHad aGreatConvo w/ClientHelped aFellowAssociateEnterTask forConvoEnterOpportunityinSalesforceRole PlayScenariow/AssociateNewEINUpdateScorecard& 1x1 Formfor 1x1Set UpTask ForFollow UpReferraltoExpressReferralto PrivateBankingTookHELOC /HEILApplicationReferraltoMerchantComplete aComplianceCourse10 SBCampaignConvosCompletea Monthly/ QuarterlyAuditReferraltoTreasuryEnter anEnlightenBookedLoanReferraltoMortgageNewBusinessAccount

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