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. Assigned to "X" list

    See which list(s) a business is assigned to when looking up by phone number or address

    4 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  2. Make follow up appointment for business not in database

    Ability to add a new business to follow up list even though it is not in the SG database yet.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sales Funnel

    Provide a way to create a sales funnel with specific stages to facilitate tracking of opportunities.

    4 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make an easier way to remove multiple lead statuses at the same time.

    There needs to be an easier way to remove multiple lead statuses at once, instead of removing one by one.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow a Mobile App user to create drive routes between appointments from the map view

    Create route lists with multiple locations
    View drive times between locations
    Ability to add/remove stops/records from an existing route list
    View location details within a route list

    4 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add a bookmark feature to return to the page/lead we left when we return

    Please add a feature that lets you bookmark where you leave off so you can return to that lead the next time you sign on. Seems like a simple feature that you dont have

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Auto Disconnect

    Allow more than 60 seconds auto disconnect to send an email/make notes. 90 seconds ideal

    3 votes
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    0 comments  ·  Dialer  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow Shared Route Editing

    Allow all people on shared routes to modify and edit leads while route is open on route owner device on scheduled day. This would allow trainers to enter information on shared route leads without creating a new lead and entering existing information

    3 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  9. Listing Board Members is Boring

    Get rid of all the board members you have listed for each company. They are useless and are not available for calls. Get the right job titles so we know to whom we are calling and what their function is within the company.

    3 votes
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  10. Upload a video to email blast

    It would be nice to be able to upload a video directly in the email from our computer. Not a "Click here to View a Video" button, which will be on YouTube.

    3 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Social Media

    It would be good to be able to see if businesses have a Pinterest social media account.

    3 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  12. omit leads with same address and phone

    When I generate leads I get a lot of leads that are identical. A list with about 4000 leads ends up being about 7500 leads because of this. There should be a way to omit leads with the same address and phone number.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  13. Instagram button

    We would like an Instagram button on the Social Media toolbar.

    3 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to Export "Notes, Follow Ups & Details" to an Excel File

    VERY IMPORTANT: The ability to Export/Download the "Notes", "Follow UP's (Dates, Times & Descriptions)" & Details in Excel under "Custom" options for each record!!!!!!

    See attached .JPG!!

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Quick Enter Tags

    Hi - it would be handy when you want to put a label if you could use a control command like Control R,E,C to tag it as a Removed, Email list or Call list. You could maybe even use Control N for editing Notes.
    Just a thought :)

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Change Lead Status in Bulk

    A new lead status has been created and I would like to change the status of a bulk amount of leads from their old status to the new status I created. Currently the only way to do this is by going into each individual lead and manually changing the status.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. A separate list for interested leads

    Have a special list where you can add any possible leads for future follow ups. This way, we will not have to go through an entire list to find the person we spoke to yesterday, and we will not have to export the information onto a post-it or an Excel doc to keep records.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  18. View all lists assigned to a particular rep/user

    View all lists assigned to a particular rep.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  19. sort leads by SIC code

    It would be helpful to be able to sort the leads by SIC code

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  20. Improve reporting features

    Provide a way to report and visualize a variety of metrics and user activity within Salesgenie.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
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Submit Your Ideas to Help Us Improve Your Experience

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