|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
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.