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Setttings for Your Circle of Wealth Software

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Here are a few videos that will help you understand all you can do to personalize your software to your preferences.  From changing the text in the Banner, and changing the color scheme of the software, down to list and disclosure management these videos will get you on the right track!

 

Basic Settings:

 

 

 

Disclosure Settings:

 

 

 

And Finally List Management:  These videos are broken down by selection- see the Playlist to view the video on the specific tool or tools you are interested in.

 

 

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