Start With a Smart Search


To Get You Started We've Loaded 20 Free Credits!

  • Log in to your GMG Portal & Click "My Leads"
  • Click "Get More Leads"
  • Type in your ZIP Code & Start with a SmartSearch
  • Fine Tune the Search by Employee Size, Industry, & Radius
  • Select Your Leads, Click Preview, & Complete



The leads you selected will now appear in your "My Leads" Page under "New This Month"







Quick Access to My Leads


All of Your Leads Will be Displayed Neatly in the "My Leads" Page

  • New Leads will show under "New This Month"
  • Work each lead through the process
    • Contact
      • Schedule
        • Meet




 
 

 
Client Card - Company Info


Client Company Info Instinctively Displayed on the 1st Tab of Client Cards


  • Quick view of important client information
  • Update any information
  • Add a short "Next Step" to keep on track
  • Change Status/Stage of any lead







 
  
Client Card - Survey & Notes


Dig Deeper Into Your Clients Needs by Gathering Live Data

  • Run a Savings Estimation for the Client in 30 Seconds
  • Add detailed notes
  • Attach related documents
  • Book Discovery Calls










Everything can be done right from within your Client Card.  
Once a Discovery Call takes place, it will move from "My Leads" to "My Clients" in your Portal.