How Do I Add a New Contact to a Client Card?
Modified on: Thu, 25 Aug, 2022 at 10:40 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 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 More Contacts option on the top of the Client Card
Step 6 - Select the Add a Contact option on the top of the Client Card
Step 7 - Add the contact information and then select the "Primary Contact" option if this is to be the new Primary Contact for the Client
This new contact will now be the Primary Contact for all emails sent by the National Account Manager from the Client Card.
How Can I Edit Contact Information for a Client?
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