Portal / Client Management
You may reschedule a Discovery Call in your GMG Portal by following the steps below.
Step 1- Login to the Portal at Portal.GMGS...
Mon, 15 Aug, 2016 at 12:43 PM
Many Advisors add their leads to the system prior to running the survey. This does often save time as you can easily pull up the Client in the App ...
Thu, 10 Nov, 2016 at 10:20 AM
We often get
questions from Advisors that have not yet closed a deal wondering at what point
they would request references for their clients. We wor...
Fri, 16 Sep, 2016 at 8:17 AM
When using Presentation Pro in the app or via your Portal, you must complete all the steps in order for your information to save. This means that if yo...
Thu, 11 Jul, 2019 at 8:24 AM
The portal does not currently have an option for you to delete a lead or client.
The best way to make these leads or clients not appear is to add an...
Mon, 19 Sep, 2016 at 1:43 PM
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 assig...
Thu, 10 Nov, 2016 at 9:48 AM
Using LinkedIn to share your personalized website, articles and more is a large part of building your social presence. Share via LinkedIn is simple an...
Wed, 5 Apr, 2017 at 12:13 AM
When you book a Discovery Call using Presentation Pro, our software will add the event to the appropriate calendars. You are also sent an email from the ca...
Thu, 27 Apr, 2017 at 11:58 AM
How Can I View the Status of a Document? You can view the status of documents in the Client Card.
To view the status of a document, login to th...
Wed, 29 Nov, 2017 at 3:55 PM
The service agreement can be signed in one of two ways if the Client is not physically present, meaning they cannot sign on your device. At the end o...
Wed, 7 Apr, 2021 at 9:49 AM