Check on ateammate ina differentofficeSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Set upSymphonyand sendTara amessageSend a formthrough e-sig insteadof mailingSign aclient upfor MyMerrillSend IAPenrollmentthroughCOBESend aclientinitiateddigital wireSend 5 TCPrequestthroughe-signatureFind anopportunitywithin returnedsurvey (i.e.bankingreferral)SendanRMDSendAdrianyour bestdad jokeUse aSalesforceAction PlanTemplateRemindyour FA torespondto alertsUse COBEto open anewaccountOpenSupervisoryDashboard andsave to CEWWorkstationLog into yourcorp phonecheck youremailSend ane-card toateammateReviewstatementlinking reportand make sureits up to date.Increasedigitaldelivery to5 clientsSend Pauland Tara yourgoal sheetfrom Good,Better, BestFinishBEC MyLearningCheckCTS andOSRAddreoccurringreminder tocalendar to loginto corp phoneSend an e-communicationoutCheck on ateammate ina differentofficeSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Set upSymphonyand sendTara amessageSend a formthrough e-sig insteadof mailingSign aclient upfor MyMerrillSend IAPenrollmentthroughCOBESend aclientinitiateddigital wireSend 5 TCPrequestthroughe-signatureFind anopportunitywithin returnedsurvey (i.e.bankingreferral)SendanRMDSendAdrianyour bestdad jokeUse aSalesforceAction PlanTemplateRemindyour FA torespondto alertsUse COBEto open anewaccountOpenSupervisoryDashboard andsave to CEWWorkstationLog into yourcorp phonecheck youremailSend ane-card toateammateReviewstatementlinking reportand make sureits up to date.Increasedigitaldelivery to5 clientsSend Pauland Tara yourgoal sheetfrom Good,Better, BestFinishBEC MyLearningCheckCTS andOSRAddreoccurringreminder tocalendar to loginto corp phoneSend an e-communicationout

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