You can verify if your lead has an email address on the 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
Step 6 - Select the contact you want to verify on the top of the Client Card
Step 7 - Verify email addres and then select the "Primary Contact" option if this is to be the new Primary Contact for the Client
If your lead, currently does not have an email address, here are some quick tips to help you locate an email or direct message them:
- Google Name + Place of Work
- Search LinkedIn
- Search their company website
- Check social media profiles
- Check Whois
- Check people search sites
- Message via Twitter or LinkedIn