Circle of Wealth® NextGen
Discussing topics related to the Circle of Wealth® NextGen software released February 2019.
Getting Started
Configuring Your Settings
How To Videos
- NextGen Draw Tool Tutorial
- NextGen Help Available on Every Presentation Screen
- NextGen Pop-up Presentations & Screens
- NextGen Send Communication Profile Code via CP Gateway
- NextGen Contact Data Tab
- NextGen Adding Contacts, Tracking Activity, To-dos & Notes, & Printing Reports