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Changing case-level default values in COW


Often the default values for Circle of Wealth storyboards are the best ones to communicate the general concepts, but that doesn't mean you can't tweak a specific default value here and there to make the storyboard more relevant for your specific market area.  The short video below will explain how to modify and apply the default case values for the account-type names in the Accumulation / Distribution storyboard. This same process holds true for any desired changes to default case information. You're only six minutes away from mastering the topic - Happy Selling.

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