OM 2020-13; New GP Wealth CRM Interface
For more information, contact:
Advisor Services Team
advisorservices@gpwealth.ca
Date Issued:
December 14, 2020
We are writing to let you know that the interface for the GP Wealth CRM application has been updated by Microsoft.
While no structural changes have been made to the application, the menu system has been changed to a side menu with tabs across the top. We believe this represents a marked improvement that will allow you to navigate through the application much easier.
We have provided a link with several screen shots to provide you a quick guide to identify the most commonly used areas of the application.
We apologize in advance for the short notice of this change.
You can reach any of the advisor services members on TEAMS for a quick tutorial
As always, if you have questions or comments, contact the Advisor Services Department by email at advisorservices@gpwealth.ca.