How Do I Add a Client Card? : GMG Savings

How can we help you today?

Modified on: Thu, 22 Feb, 2024 at 1:48 PM

Many Advisors add their leads to the system prior to running the survey.

1) Login to the GMG Portal

2) Click on My Clients tab

3) Click on "Add New Client" in the Green box

4) Enter in the Client information and click on "Save"

5) You can now see your new Client Card record in the blue "leads" box.

Did you find it helpful? Yes No