Portal / Client Management

How Do I Add a New Contact to a Client Card?
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
My Client Sign Up Page
Your Client Sign Up Page is designed to be a personalized marketing tool providing you with credibility and a door opener for your additional services. It w...
Tue, 21 Mar, 2017 at 4:50 PM
How Do I Post Social Links on LinkedIn?
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
My Discovery Call Calendar Event Notifications Show the Wrong Time
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?
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
How Can My Remote Client Sign the Service Agreement?
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...
Wed, 29 Nov, 2017 at 3:54 PM
Discovery Call Confirmation Sample
When booking a Discovery Call, you will receive a series of emails to notify you the call is booked,  if action is required for next step, and one that is h...
Wed, 7 Feb, 2018 at 3:57 PM
How Do I Send a Document Request?
As an Advisor, you can access the Client record within your portal and resend the agreement upload link to the Client at any time by following the steps bel...
Thu, 24 May, 2018 at 9:54 AM
How to Add a Note to the Client Card
There are four steps to add a note to the Client Card. Go to your GMG Portal, portal.gmgsavings.com, and access your My Clients page. Locate your Clien...
Tue, 23 Jan, 2018 at 4:08 PM
How to Include Additional Services for a Web Sign Up WOTC Client?
When adding on additional services for your WOTC Web Sign up Client it is always best to remember that to make sure your client would be best served we will ...
Tue, 23 Jan, 2018 at 4:13 PM