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How to export a Spending Game Scenario to share with another COW Subscriber


Here is a video that will help you understand how to export a Spending Game Scenario so that you can share it with another Circle of Wealth subscriber.


Explainer 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)

4. Next, click on the Spending Game icon to locate the contact's Spending Game Scenarios. (See below)

5. Locate the scenario you would like to export and click on the drop down icon located next to the scenario name. (See below)

6. In the drop down, click on the option "Export Scenario". (See below)

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

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

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