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

If Terry Sox is the name on the left and the wifes name Juline is in the household members drop box why can't I just click on her name and it stay in the box instead of Terry on the right side?

I often need my lists to be based on a number rather than distance.
1) Add a Button in the "Select your area" that would define number of closest neighbors;
ALTERNATIVELY:
2) When clicking on the pin, have the number of names move and be shown, within the circle

Hello. I should be able to change my payment method online....

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.

Include a screen share option in the product. While I'm prospecting with Salesgenie and I get someone on the phone, I want to be able to show my client a quote or my product line. I don't have another solution to help me with this.

We would like to hyper-personalize our mailers to new movers near our locations, which means we cannot meet the 250 minimum for your direct mail office. This could be resolved if we were able to use the DIY direct mail service through salesgenie like for businesses and regular consumers.

The disclaimer at the beginning is too low on the page and i have to move to another screen to accept it. Please put the accept button at the top of the screen or put the whole thing higher on the page. This didn't use to be a problem...maybe with last update.

Can we have x-dates for autos?

I have created a list and have found that several of the phone numbers and contacts are not accurate. It would be nice to be able to change those fields. I also use the auto dialer and when I find the righr number I have to manually dial. Since I pay for the priviledge to have auto dial I should be able to change that field. Also some of the leads are out of business it would be nice to be able to delete them from the list.

Is there any way to determine who a company may be using for there say phone or internet provider?

wide serach area like someone has find medical center or dentist dr easy to find us

In the drop down box that shows the people at the lead it should have an indication which person has an email address.

I appreciate the leads produced by Salesgenie but I do get warm leads while in the field and would love to utilize the Salesgenie platform to organize/monitor/verify information while adding to databank(for credit perhaps.award system).

Keeps a running total, when when each prospect was contacted, or a lead status was changed. Would be nice to know number of touches per prospect.

Under contact options: to filter companies that have an executive contact name in the U.S. Businesses view (the option is there in the new business view).

Post date that the information was verified. I have gone into accounts with the information from Sales Genie only to find out is was several years out of date. For instance, the contact person has not worked there in 5+ years.

condo and cooperative ownership

When I search to build a list and there are only a few results, say 1-4, no results are shown. I search a specific company by name and state, yielding one result. Nothing is shown.

Allow import of other shape, or map/GIS layers so that custom shapes don't have to be drawn multiple times.