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. Current carrier information

    Are you able to draw out the current insurance company a person is using for the auto and home?

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Reschedule once submitted

    After a campaign is submitted, but before it is approved, I would like to be able to open the campaign, make changes to the email and reschedule it if necessary. Your team has not been able to stop the campaigns when I have emailed, even hours before the campaign is sent. Thank you, Janice Yellon

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  3. eliminate duplicate sites by Bus Name and address

    eliminating duplicates feature: by Bus Name and site address

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  5. simplify household members box

    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?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Selection by number of names

    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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. CC Payment Method

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

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Salesgenie with Screen Share

    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.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow DIY Direct Mail for New Mover customers

    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.

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  10. placement of disclaimer

    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.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. x-dates for autos

    Can we have x-dates for autos?

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  12. Edit capabilities on lists created

    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.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  13. Can we determine who a company uses for there internet

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

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  14. sales data serach

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

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  15. Email indicator

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

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  16. Activity Tracking

    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.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  17. Executive Info

    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).

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Verification Date

    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.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  19. New Data - Coop & condo ownership

    condo and cooperative ownership

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  20. Search Failure

    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.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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