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.

How can we make it easier to find, acquire, and retain customers?

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  1. BEING MADE AWARE

    IT SEEMS LIKE WE THAT USE THE PROGRAM ARE NOT NOTIFIED WHEN THERE ARE CHANGES MADE TO THE SYSTEM THAT WE USE. THAT WOULD BE HELPFUL.

    12 votes
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  2. Sort lists by SIC Code

    Let us sort lists by SIC Code and SIC Description. For those of us wanting to omit certain SIC codes it would be easier to find the ones we don't want if we could sort by them.

    10 votes
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  3. change interface back to previous please

    please go back to other format
    this one does not work for my purposes

    2 votes
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  4. 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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  5. spell check

    Spell check is needed in all text area.

    1 vote
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  6. keep it easy

    Please leave it alone/minimum of "improvements" that require a new learning curve. I am sooo busy trying to run my business, I have little time to look at new methods of accomplishing the same thing

    2 votes
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  7. 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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  8. age specific

    age should be age specific? like the DOB

    1 vote
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  9. 1 vote
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  10. Wealthfinder on Insights

    Add wealthfinder data to insights page

    1 vote
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  11. Search "saved searches" by title

    Being able to search title of saved searches

    2 votes
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  12. NEW

    REMOVE diseased business owners, remove all ATM numbers and, include emails in the listing for the same price

    1 vote
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  13. Could you make a page # box next to the page change buttons so we can go back to page 5 from page 30 we are on, a one clicker

    I would like to have a page bar to click on to change from page 30 back to 5, one click for much faster processing

    1 vote
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  14. 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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  15. 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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  16. Missing Corporate information for https://autocamping.ca/?page_id=9917

    Missing Corporate Information and locations for Auto-Camping. Please fix and add. See the website https://autocamping.ca/?page_id=9917

    1 vote
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  17. 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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  18. New Data - Lead Utility Information

    Add Customers Utility Company

    2 votes
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  19. age

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

    1 vote
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  20. 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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