Circle of Wealth® NextGen
Discussing topics related to the Circle of Wealth® NextGen software released February 2019.
Getting Started
FAQs
- Where are the help videos and documentation for each screen in NextGen?
- How do I get Spending Game in NextGen?
- How do I access NextGen?
- How much does NextGen cost?
- NextGen Login Error Messages Explained
- Can I still use my Legacy version of the Circle of Wealth® for Microsoft Windows?
Training Videos
- NextGen Adding Contacts Data, Tracking Activity, To-dos, Notes & Printing Reports
- NextGen How to Import & Export Custom Presentations
- NextGen How to Build a Custom Presentation
- NextGen Custom Settings
- Legacy to NextGen Exporting & Importing Custom Presentations
- Training from the Top Highlight of NextGen