Please note: Our offices will be closed Monday the 30th of May, 2022 in observance of the Memorial Day holiday.

How can we help?

How to export a contact record to share with another COW Subscriber

Follow

Here is a video that will show you how to export a complete contact record to share with another Circle of Wealth Subscriber

 

Step-by-step video: 

Step-by-step instructions: 

1.Open the Circle of Wealth® software and Login

2.Click on the Contacts tab. (See below)

mceclip1.png

3. Activate the contact you would like to work on by clicking on the "active" toggle located next to their name. (See below)

mceclip1.png

4. Click on the contact's name. (See below)

mceclip2.png

5. Click on the export contact icon located on the top right part of the software. It is a circle icon with an arrow pointing up and an arrow pointing down. See below:

mceclip2.png

6. Click on "Export Contact" in the drop down. See below:

mceclip3.png

7. You will be prompted to select a location on your computer to place your export. I recommend saving the exported contact to your downloads folder. Please note: DO NOT rename your exported file. Then click "Save". (See below) 

mceclip4.png

8. Compose a new email. In your composed email, click on the attachment icon to attach your exported contact. Remember where you placed your exported contact. Again, the recommended place is your downloads folder.

 

Have more questions? Submit a request

Comments