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.

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.

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

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.

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

A convenient feature would be if we could move tags up & down the list in Tag Manager.

That way we can arrange them in a certain order for a more efficient tagging process.

Thank you. I hope this is an easy task for your team :)

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

Test Prod

Is there a way to save basic search criteria i.e. # of employees, sales volume, etc. and the only new part you would change when creating a new list would be geography ?

1. We should be able to reorganize our tags in Tag Manager.




2. There should be an easy way to delete a tag from multiple businesses, as easy as adding a tag. Deleting a tag from multiple businesses is not easy unless you delete the tag, but that's not always the best solution.