Submit Your Ideas to Help Us Improve Your Experience

Welcome to our feedback page. If you have an idea you think can improve your overall Salesgenie experience or benefit others, we want to know about it. Our product team regularly reviews submitted ideas. Please provide specific details about your idea.

  1. Exporting my own notes and contacts

    Ability to export my own notes and my own new contacts directory I added, when exporting lead to our own CRM

    2 votes
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  2. spell check

    Spell check is needed in all text area.

    1 vote
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  3. BUSINESS SIZE (ANNUAL REVENUE) ADDITIONAL SEARCH CONTROLS

    MORE CONTROL TO SEARCH FOR BUSINESSES OVER 100K ANNUAL REVENUE BUT UNDER 500K

    1 vote
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  4. age specific

    age should be age specific? like the DOB

    1 vote
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  5. Wealthfinder on Insights

    Add wealthfinder data to insights page

    1 vote
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  6. Search "saved searches" by title

    Being able to search title of saved searches

    2 votes
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  7. No N/A's

    It would be great to eliminate N/A's from my salesgenie when I'm pulling leads to epic. Need an option to select leads with no N/A's... EX) must have executive name. I need leads with the owners name listed as well as address and phone number

    1 vote
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  8. Program revision back to an older way of looking at families.

    Please re-instate an old way of looking at families. I used to be able to find a family and pull the whole family up, click on a different member and look at details. I can't do that now. It requires a second or third search for another specific member of a family to see information I'm looking for. Also, I would like to be able to see the birth month again. I was instructed by our representative Tim Otto on how to narrow down my searches for birth months; however that would require that I already know the birth month.…

    1 vote
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  9. Multiple Screen Functionality

    There needs to be a way to view main screen tabs without exiting the current filtered lead lists, which requires re-filtering or jumping between screens back and forth. It becomes very cumbersome to have to reset the list each time I want to view follow ups on the main screen. A side bar function would be very helpful for work flow.

    1 vote
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  10. New Data - Lead Utility Information

    Add Customers Utility Company

    2 votes
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  11. age

    I think if we had ages of the prospect would be very helpful

    1 vote
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  12. Avoid Duplicate leads

    Can you creeate a filter so for Example I have 3 areas that my agent work in and already have 30 leads in one of the area, than i'm running a search for all 3 areas and those 30 leads are included when I'm transfer the leads to Epic those 30 leads will not duplicate so we can stop wasting time with delete them and disqualify them.

    Thank you
    Alex Radu
    TheRadugroup agency Chicago
    3178000152
    radualex1980@gmail.com

    1 vote
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