Popular Articles
How to Download and Install a Letter in Gorilla® 4.x
QUESTIONS THAT APPLY TO THIS TOPIC Where do I download letters from? How can I get a letter imported into Gorilla? ANSWER Download the Letter. Go to the Client Portal: https://clients.billgoodmarketing.com/client-portal/ Hover over Content ...
How to Edit Signatory Credentials and Titles
QUESTIONS THAT APPLY TO THIS TOPIC How do I change my Advisor's credentials? How can I change my Advisor's title? ANSWER In Gorilla, click on Tools>Team Management. Click on Edit>System Owner and then select the Advisor's name. On the right side of ...
How to Import a Text File in Gorilla 4.x
QUESTIONS THAT APPLY TO THIS TOPIC How do I import a text file into Gorilla? How do I get a purchased mailing list into Gorilla? How do I use a third-party client list in Gorilla? ANSWER Gorilla can import text files through the “Text Import Wizard.” ...
How to Delete a Selection Rule From Gorilla 4.x
QUESTIONS THAT APPLY TO THIS TOPIC How do I delete a Selection Rule without deleting the contact groups? ANSWER Click on Tools>Selection Rule Manager. Locate the rule from the list that appears and highlight it. Click the Delete button at the top of ...
How to Change Envelope and Label Templates
QUESTIONS THAT APPLY TO THIS TOPIC How do I change the font size on my envelopes/labels? How do I change the color of the print on my envelopes/labels? How can I change the font on my envelopes/labels? ANSWER There are two ways of making changes to ...