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      Center of Influence Profile

      Centers of Influence (COIs) are non-customers that influence the financial decisions of others. Examples of COIs include attorneys, financial advisers and CPAs.

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      • Add COI - Add a new COI

      Edit Center of Influence

      All information on COIs is manually entered and maintained on this page. The Relationship field is required. This field shows the relationship that the COI has with your customers or prospects.