You may add a new contact to your Client Card by following the steps below. 

 

Step 1- Login to the Portal at Portal.GMGSavings.com (use your assigned username and password)

 

Step 2 - Go to the My Clients Tab (upper right corner of the home page)

 

Step 3 - Search for your Client in the green search box

 

 


Step 4 - Select your Client off of the list that appears  -  This step causes your Client Record to Open

 

 


Step 5 - Select the More Contacts option on the top of the Client Card



More%20Contact%20Screenshot-jpg.jpg



Step 6 - Select the Add a Contact option on the top of the Client Card



Add%20a%20Contact%20Screenshot-jpg.jpg



Step 7 - Add the contact information and then select the "Primary Contact" option if this is to be the new Primary Contact for the Client



Primary%20Contact%20Screenshot-jpg.jpg



This new contact will now be the Primary Contact for all emails sent by the National Account Manager from the Client Card.