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.

How can we make it easier to find, acquire, and retain customers?

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  1. When

    Notes box: I like to type my notes as I am talking. The problem is the note box pops up over the address, phone number, and names. So it makes it difficult to confirm if you can't read it. Would like the note box to pop up where it is or be able to move it.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. PROOF CHECK

    The attachment says it all. I am looking for a very prominent top executive of one of the top companies in the US and the primary decision maker has been deceased since 2009.

    THIS IS A BIG ISSUE WITH THIS DATABASE. PLEASE DO BETTER.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  3. sort by

    Sort by date of last note

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  4. delete button on top to just delete

    Hi, I was compiling a list and thought that there should be a way to delete companies you don't want on the list.. like a delete button. This way you have a way to clean your list.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. the program management was fine

    Because they have to change what is already established, it has a lot of confusion, it is about improving it, not about hindering it

    1 vote
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  6. 1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  7. View all lists assigned to a particular rep/user

    View all lists assigned to a particular rep.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  8. Make follow up appointment for business not in database

    Ability to add a new business to follow up list even though it is not in the SG database yet.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. sort leads by SIC code

    It would be helpful to be able to sort the leads by SIC code

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  10. Sales Funnel

    Provide a way to create a sales funnel with specific stages to facilitate tracking of opportunities.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  11. Improve reporting features

    Provide a way to report and visualize a variety of metrics and user activity within Salesgenie.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  12. age specific

    age should be age specific? like the DOB

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make an easier way to remove multiple lead statuses at the same time.

    There needs to be an easier way to remove multiple lead statuses at once, instead of removing one by one.

    3 votes
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  14. 1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  15. Wealthfinder on Insights

    Add wealthfinder data to insights page

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  16. info id filter

    filter based in info usa id

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow a Mobile App user to create drive routes between appointments from the map view

    Create route lists with multiple locations
    View drive times between locations
    Ability to add/remove stops/records from an existing route list
    View location details within a route list

    3 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  18. PURGE LIST AT LEAST ANNUALLY, Or have auto-updating when we enter data of any kind

    I WOULD ESTIMATE 40% OF THE DATA IS OUTDATED. When you do 200 dials a day, that gets very frustrating. When I add a new owner, let it change your existing data and it's updated for you and everyone that uses it.(or have it programmed to go to your programmer and they can update it) Easy, huh? Same on phone # updates. And on Followup, that data needs to come up on a separate daily calendar so I know today's followups.

    2 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  19. what happened to the only 1 contact feature?

    Why did you remove the ability to limit contacts to only 1 person at a company? When I hit the road I like to print a list of the companies who are around or at where I'm going, I don't need to see every person who works there.

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

    Verify SID's or leave as Not Classified if not confirmed. Don't go by Name Of Business. Please

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