Client and Portal Management

How Can I Edit Contact Information for a Client?
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
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 assigned u...
Thu, 25 Aug, 2022 at 10:40 AM
How Do I Use My GMG Client Facing Pages?
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
How Do I Use My Emergency Business Relief Page?
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
How Do I Use My Cost Seg Self Service Page? (Property Tax Credits Site)
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
How Do I Use My GMG.Me 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. This...
Thu, 25 Aug, 2022 at 10:22 AM
What to Do if Presentation Pro Survey Won't Save
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 you...
Thu, 25 Aug, 2022 at 10:18 AM
Discovery Call 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...
Thu, 25 Aug, 2022 at 10:16 AM
Can I Delete a Lead or Client in the Portal?
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
Where Can I Find My Client's Cost Segregation Activation Link?
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