(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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Sign a client up for My Merrill
Send an e-card to a teammate
Send an e-communication out
Send Adrian your best dad joke
Check CTS and OSR
Review statement linking report and make sure its up to date.
Log into your corp phone check your email
Set up Symphony and send Tara a message
Finish BEC My Learning
Send Paul and Tara your goal sheet from Good, Better, Best
Send an RMD
Add
reoccurring reminder to calendar to log into corp phone
Increase digital delivery to 5 clients
Check on a teammate in a different office
Use a Salesforce Action Plan Template
Find an opportunity within returned survey (i.e. banking referral)
Send IAP enrollment through COBE
Send a form through e-sig instead of mailing
Use COBE to open a new account
Send a best practice idea to the NNE Email box to be shared with teammates at a later date
Send a client initiated digital wire
Remind your FA to respond to alerts
Open Supervisory Dashboard and save to CEW Workstation
