You may book a Followup Call in your GMG Portal by following the steps below. 

 

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 of the home page)

 

Step 3 - Search for your Client in the green search box

 

 


Step 4 - Select your Client off of the list that appears  -  This step causes your Client Record to Open



 

Step 5- Select the "Book Followup Call" option under Appointments in the Activity Section




Step 6- Select Timezone, Select Date of Follow up Call, Select Time and click on "Submit" button





Step 7- Click on the "Continue" button

 

 



Your Follow up Call is now scheduled. Be sure to add any further notes in the Activity section regarding your Next Steps.



Additional Articles on this topic that you may find beneficial:


How Do I Schedule a Discovery Call?

How Do I Cancel a Discovery Call?

How Do I Reschedule a Discovery Call?