Send Pauland Tara yourgoal sheetfrom Good,Better, BestSendAdrianyour bestdad jokeCheck on ateammate ina differentofficeSend aclientinitiateddigital wireCheckCTS andOSRFinishBEC MyLearningSend IAPenrollmentthroughCOBESend a formthrough e-sig insteadof mailingSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Reviewstatementlinking reportand make sureits up to date.Sign aclient upfor MyMerrillSend ane-card toateammateSendanRMDIncreasedigitaldelivery to5 clientsRemindyour FA torespondto alertsOpenSupervisoryDashboard andsave to CEWWorkstationUse aSalesforceAction PlanTemplateFind anopportunitywithin returnedsurvey (i.e.bankingreferral)Send 5 TCPrequestthroughe-signatureUse COBEto open anewaccountLog into yourcorp phonecheck youremailAddreoccurringreminder tocalendar to loginto corp phoneSend an e-communicationoutSet upSymphonyand sendTara amessageSend Pauland Tara yourgoal sheetfrom Good,Better, BestSendAdrianyour bestdad jokeCheck on ateammate ina differentofficeSend aclientinitiateddigital wireCheckCTS andOSRFinishBEC MyLearningSend IAPenrollmentthroughCOBESend a formthrough e-sig insteadof mailingSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Reviewstatementlinking reportand make sureits up to date.Sign aclient upfor MyMerrillSend ane-card toateammateSendanRMDIncreasedigitaldelivery to5 clientsRemindyour FA torespondto alertsOpenSupervisoryDashboard andsave to CEWWorkstationUse aSalesforceAction PlanTemplateFind anopportunitywithin returnedsurvey (i.e.bankingreferral)Send 5 TCPrequestthroughe-signatureUse COBEto open anewaccountLog into yourcorp phonecheck youremailAddreoccurringreminder tocalendar to loginto corp phoneSend an e-communicationoutSet upSymphonyand sendTara amessage

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