Goalsmapper Helpdesk
Categories
- Referrals
- Billing
- Common Problems
- GM MediAssist GM MediAssist offers a premium value-added service, facilitating seamless connections between your clients and exclus...
- GM Mortgage
- Personal Website Questions and Answers related to Personal Website Builder.
- GM Brand Build your personal brand offline and online. Create a sense of individuality with our easy-to-use branding tools....
- GM Rewards
- Adviser PlaySchool
- Automation Understand how our Automation work and how they can help you simplify and automate some of your workflow processes.
- Campaigns Questions and answers related to Campaigns
- Investment Linked Policies (ILP) Questions and Answers related to Investment-linked Policies
- Contact Questions related to your contact and the contact summary.
- Integrations All Third Party Integrations FAQ and Information.
- WhatsApp Questions and Answers related to WhatsApp Feature for GM Connect
- General General Questions and Answers for GoalsMapper
- Security Questions and Answers related to the Security features for the Platform.
- Personal Data
- Reports Questions and Answers related to Report Generation and the Reports.
- Liabilities Questions and Answers related to Liabilities
- Assets
- Expenses
- Income
- Client/Spouse Profile
- Charts A visualisation tool that helps you communicate clearly, and explore the possibilities of different goals and scenarios.
- Insurance
- Investment
- Goals
- Scenarios