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Create a Spending Game Scenario with Online CQ data


To create a "present scenario" in the Spending Game using the financial data your client sent you via the online confidential questionnaire link (OCQ link), you have two options to send the data to Spending Game. 

Option 1, open contact file and click on "SG Head Start using FGPS" button in bottom right corner, shown below:


Option 2, on screen 3 of Financial GPS click on "SG Head Start" in bottom left corner, shown below:

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