How Can I Edit Contact Information for a Client?
Modified on: Thu, 25 Aug, 2022 at 10:41 AM
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 - Click on the field in which you wish to edit. For example, click on the company name to open that editable field. You may do this with the phone number and physical address as well.
How Do I Add a New Contact to a Client Card?
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