- Download the Contact file (it will be a ".COW4" file type)
- Open the Circle of Wealth® software
- Go to Contacts (second icon on left)
- Click the "Import Contact" button (bottom left corner)
- Locate and select the ".COW4" contact file you downloaded, click Open
- A green pop-up window will appear (top right corner) indicating the contact has been "successfully imported"
- The Contact will appear in your list of Contacts ready for you to activate and use