Send a formthrough e-sig insteadof mailingAddreoccurringreminder tocalendar to loginto corp phoneSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date CheckCTS andOSRSend an e-communicationoutFinishBEC MyLearningLog into yourcorp phonecheck youremailSend Pauland Tara yourgoal sheetfrom Good,Better, BestSend IAPenrollmentthroughCOBEUse aSalesforceAction PlanTemplateSign aclient upfor MyMerrillReviewstatementlinking reportand make sureits up to date.SendanRMDRemindyour FA torespondto alertsSend 5 TCPrequestthroughe-signatureSend ane-card toateammateIncreasedigitaldelivery to5 clientsSend aclientinitiateddigital wireSendAdrianyour bestdad jokeFind anopportunitywithin returnedsurvey (i.e.bankingreferral)Use COBEto open anewaccountOpenSupervisoryDashboard andsave to CEWWorkstationCheck on ateammate ina differentofficeSet upSymphonyand sendTara amessageSend a formthrough e-sig insteadof mailingAddreoccurringreminder tocalendar to loginto corp phoneSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date CheckCTS andOSRSend an e-communicationoutFinishBEC MyLearningLog into yourcorp phonecheck youremailSend Pauland Tara yourgoal sheetfrom Good,Better, BestSend IAPenrollmentthroughCOBEUse aSalesforceAction PlanTemplateSign aclient upfor MyMerrillReviewstatementlinking reportand make sureits up to date.SendanRMDRemindyour FA torespondto alertsSend 5 TCPrequestthroughe-signatureSend ane-card toateammateIncreasedigitaldelivery to5 clientsSend aclientinitiateddigital wireSendAdrianyour bestdad jokeFind anopportunitywithin returnedsurvey (i.e.bankingreferral)Use COBEto open anewaccountOpenSupervisoryDashboard andsave to CEWWorkstationCheck on ateammate ina differentofficeSet 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 a form through e-sig instead of mailing
  2. Add reoccurring reminder to calendar to log into corp phone
  3. Send a best practice idea to the NNE Email box to be shared with teammates at a later date
  4. Check CTS and OSR
  5. Send an e-communication out
  6. Finish BEC My Learning
  7. Log into your corp phone check your email
  8. Send Paul and Tara your goal sheet from Good, Better, Best
  9. Send IAP enrollment through COBE
  10. Use a Salesforce Action Plan Template
  11. Sign a client up for My Merrill
  12. Review statement linking report and make sure its up to date.
  13. Send an RMD
  14. Remind your FA to respond to alerts
  15. Send 5 TCP request through e-signature
  16. Send an e-card to a teammate
  17. Increase digital delivery to 5 clients
  18. Send a client initiated digital wire
  19. Send Adrian your best dad joke
  20. Find an opportunity within returned survey (i.e. banking referral)
  21. Use COBE to open a new account
  22. Open Supervisory Dashboard and save to CEW Workstation
  23. Check on a teammate in a different office
  24. Set up Symphony and send Tara a message