Client and Portal Management

Premium Marketing Program
For those desiring more than the general marketing toolbox, we have made available some additional premium tools. These tools are provided at a small monthl...
Wed, 5 Apr, 2023 at 1:11 PM
How Do I Get Clients Started with Services?
The best way to get your Client started with services is to provide them your landing pages.  This will allow them to get set up with their Tax Management S...
Thu, 22 Feb, 2024 at 1:50 PM
How to Use Your Marketing Toolbox
Your Marketing Toolbox is essential to gaining new Clients and engaging your current connections. Be sure to login to your GMG Portal to access your Marketi...
Mon, 10 Oct, 2022 at 4:32 PM
How Can I Edit Contact Information for a Client?
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 o...
Thu, 25 Aug, 2022 at 10:41 AM
How Do I Add a New Contact to a Client Card?
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 u...
Thu, 25 Aug, 2022 at 10:40 AM
Can I Delete a Lead or Client in the Portal?
The portal does not currently have an option for you to delete a lead or client. The best way to make these leads or clients not appear is to add an X o...
Thu, 25 Aug, 2022 at 10:02 AM
Where Can I Find My Client's Cost Segregation Activation Link?
With the Cost Segregation service, once a Feasibility Report is completed for your Client, an activation link is generated so your Client can complete their...
Thu, 25 Aug, 2022 at 9:57 AM
Step by Step- Uploading Documents in the Client Card
Step 1 - Log into your portal Step 2 - Go to the My Clients Tab (upper right corner of the home page) Step 3 - Search for your Client in the green s...
Thu, 25 Aug, 2022 at 9:50 AM
How Can I View the Status of a Document?
You can view the status of documents in the Client Card.   To view the status of a document, login to the Portal and go to the My Clients tab. Once ther...
Thu, 25 Aug, 2022 at 9:48 AM
How Do I Select Marketing Leads?
Start With Smart Search Selecting Leads within the Portal's Smart Search is very easy: Log into your GMG Portal and Click on the "My ...
Thu, 25 Aug, 2022 at 9:46 AM