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.
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