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. Search by InfoGroup Unique Company ID

    Search in Salesgenie by InfoGroup unique company ID

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  2. Save companies selected as I go along

    I'd like to be able to keep adding to my download list as I find more companies (with different search criteria) so I can download all at once.

    Currently, I don't see to have a way to save my currently selected companies if I want to do another search with related - but different - criteria.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  3. create contact

    I would really like the feature added that would allow us to create a contact. Sometimes our clients are not in your data bank. If I could create one for just my account I could set follow ups and keep notes digitally.

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Multiple Screen Functionality

    There needs to be a way to view main screen tabs without exiting the current filtered lead lists, which requires re-filtering or jumping between screens back and forth. It becomes very cumbersome to have to reset the list each time I want to view follow ups on the main screen. A side bar function would be very helpful for work flow.

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  5. Default Search Settings

    Feature to have certain default settings that aren't changed while searching unless I expressly change them.

    For example if I want to ensure I only fetch: Contact Details with Phone Numbers & Websites
    Executive Title = ***,YYY,ZZZ
    My contacts = unbought records

    I'd like to be able to search multiple times without having to re-enter all my defaults every single time. It's time consuming and becomes exhausting and is prone to producing results I don't actually want.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. New Data - Lead Utility Information

    Add Customers Utility Company

    2 votes
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  7. Import map layers

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

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add the Sub Division

    You used to include the name of the sub division, and this was eliminated when you changed the inter face It would be helpful to me if you added it back in

    Thank you

    2 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. multiple phone numbers per household.

    In consumer we have the ability to see all household members. It would be helpful to see all household phone numbers as well.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Omissions

    Omissions - You should be able to omit any data point you can search for.

    1 vote
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  11. age

    I think if we had ages of the prospect would be very helpful

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  12. Print

    Make the black print darker

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Back to current campaign page, not to page 1

    When I am in Email Campaigns and say I'm on page 5. I look at the statistics for the campaign. When I am done, there is a link that says back to the campaign list, but it takes me back to the first page instead of the page that I was on. I would like to go back to the page that I was last on. Thank you. Janice Yellon

    1 vote
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    Under Review  ·  0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to link between Conusmer and Business Profile of a lead

    Considering Salesgenie has both Business and Consumer databases, it would be great if you guys could link a record with both its Business and Consumer profile

    1 vote
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    1 comment  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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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    Under Review  ·  0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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Submit Your Ideas to Help Us Improve Your Experience

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