Client and Portal Management
The best way to get your Client started with services is to provide them your landing pages. This will allow them to get set up with their Tax Management S...
Fri, 18 Nov, 2022 at 9:58 AM
Your Marketing Toolbox is essential to gaining new Clients and engaging your current connections. Be sure to login to your GMG Portal to access your Marketi...
Mon, 10 Oct, 2022 at 4:32 PM
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 o...
Thu, 25 Aug, 2022 at 10:41 AM
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 assigned u...
Thu, 25 Aug, 2022 at 10:40 AM
You have three pages allocated to Client facing use and each page has its own purpose and use. The pages are designed to allow your Clients to instantly ac...
Thu, 25 Aug, 2022 at 10:26 AM
Your Emergency Business Relief Page is designed to be a personalized marketing tool for use with potential Clients during this time. This tool provides a ...
Thu, 25 Aug, 2022 at 10:23 AM
Your Cost Seg Self Service page is designed to specifically target Clients that own or lease commercial property. This tool provides a quick and easy way fo...
Thu, 25 Aug, 2022 at 10:22 AM
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. This...
Thu, 25 Aug, 2022 at 10:22 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 X o...
Thu, 25 Aug, 2022 at 10:02 AM
With the Cost Segregation service, once a Feasibility Report is completed for your Client, an activation link is generated so your Client can complete their...
Thu, 25 Aug, 2022 at 9:57 AM