Operations Memo

OM 2020-13; New GP Wealth CRM Interface 

For more information, contact:

Advisor Services Team

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.

New GP Wealth CRM Interface

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.