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. Reorder Saved Search Lists

    Allow users to reorder saved search lists

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Admin and guest login

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

    1 vote
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  3. Auto Save Feature

    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.

    69 votes
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    6 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Quick add from SalesGenie to CCLM

    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.

    1 vote
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  5. Pick-up where you left off.

    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.

    24 votes
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  6. New search options

    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?

    1 vote
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  7. Aflac CCLM single lead transfer

    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.

    2 votes
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  8. Grouping

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

    1 vote
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  9. too many duplicates

    PLEASE deduplicate

    1 vote
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  10. Bundle Like Listings

    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.

    1 vote
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  11. darker font

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

    1 vote
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  12. call leads in groups from hot to dead

    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

    5 votes
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  13. Sharing route

    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

    5 votes
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  14. Shoulod be able to link with wikipedia or google and sort by city

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

    1 vote
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  15. Darkmode

    Allow us to enable dark mode

    1 vote
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  16. Blue Pop Up Revision

    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.

    1 vote
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  17. test

    hi hello

    1 vote
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  18. Billing Statements?

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

    1 vote
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  19. TEST1

    TEST

    1 vote
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  20. test

    test

    1 vote
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