Allow users to reorder saved search lists

Create a separate login for an admin and a secondary login guest account.

Adding an autosave feature would be awesome! So when users are working list they have the option to turn on/off auto save for that list...sometimes users get logged out or browsers close etc and adding the auto save feature would be amazing so users wouldn't have to redefine or get kicked out of where they left out in a list.

Need to be able to select account or Business and add to CCLM without having to jot down info and go to another screen to add the new lead info. A button that ties the two screens or a "copy" feature that allows the user to send the business info to CCLM as a new lead.

I would think with all the years on providing this type of listing service you would have incorporated a "Ended/Stopped here" feature. I know we can put in the record number that will take you back to where we ended but that still requires writing down the number.
How about find a solution to that.

can we maybe search by activity or names of any contact? see what we've made notes in throughout the day so if we get a cb, from a different number, perhaps their direct line, we can better pinpoint where it might be from... and maybe even search in notes we've left, to help us keep our business going and growing?

On Aflac's CCLM, it would be useful to import one lead at a time using CCLM to import the data from Salesgenie.

Alot of times, we aren't necessarily working from a list, but happen to be contacting a buisness we are near. Most are a waste of time, but if there is potential for a sale, being able to load that one lead to CCLM without have to log in to salesgenie separately would be useful.

Need to be able to "group by" more variables, such as metro area and city specifically.

PLEASE deduplicate

If possible, it would be beneficial to have the ability to bundle alike businesses. If they all are at the same address, for example, we could put them all into one listing rather than having ten of the same ones.

Make the font darker for business name, phone and address.

there needs to be a way that you can filter through the leads so if you don't want to call dead leads you can check off a box to take out dead leads

Allow read/write access to anyone that you share your route with instead of Each Individual Lead. Or at-least the option to give them read/write access with on click option versus individual

when selecting city sort by metropolitan product (GMP) or by population size

Allow us to enable dark mode

The pop up in the beginning showing how to schedule follow ups and get email notifications - It is difficult to read the instructions on the blue pop up feature.

hi hello

Give easy access to invoices and billing. This would allow me to easily find and print my billing statements from you.

TEST

test