Many Advisors add their leads to the system prior to running the survey. 

1) Login to the GMG Portal

2) Click on My Clients tab

3) Click on "Add New Client" in the Green box

4) Enter in the Client information and click on "Save"

5) Click on the blue "leads" box and click on the company name to open the client record

7) Click on "Add Activity" 

8) Click on "Update Stage" 

9) Select "Visit Scheduled" from the drop down and then click on "Add Activity"