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. County Idea

    add county as an demographic option under "popular"

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 click step to create lead from Sales Genie Mobile App

    We need a way to create a lead from the Sales Genie App on the mobile device. If this is possible, please send me the instructions. Thanks

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  3. Call History

    Provide call history for any numbers I've already called visible from the info screen.

    1 vote
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    0 comments  ·  Dialer  ·  Flag idea as inappropriate…  ·  Admin →
  4. search

    do you have a catacory for family owned businesses

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow EXECUTIVE INFO information to be changed on the main page

    Correcting owner information--your list is way outdated, way--I get new owners names but your site does not allow me to correct them--delete the old and put in the new owners names. When I click on a business name I want to see correct information in the columns you offer. Please fix that, even if it is for my salesgenie on my computer only.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Search "saved searches" by title

    Being able to search title of saved searches

    2 votes
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  7. NEW

    REMOVE diseased business owners, remove all ATM numbers and, include emails in the listing for the same price

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  8. Map route for leads

    After selecting leads from a lookup it would be great if you could map out the best route to go visit in order.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. pizza carrier for bike

    it attaches to bike handle bars, it hold a pizza, maybe aluminum. Something with a spring load. easy to fold up put in back pack. maybe with carrying case. thanks. mitch

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  10. Could you make a page # box next to the page change buttons so we can go back to page 5 from page 30 we are on, a one clicker

    I would like to have a page bar to click on to change from page 30 back to 5, one click for much faster processing

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  11. Area Code-Phone # Separate Columns

    Break the phone number into 2 columns one for area code and one for the phone number

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Display contact person and phone number at the same time.

    Please Include an option for both the phone number and contact information so we can search in a more timely fashion. Just signed up and the first 10 numbers are disconnected under New Businesses.

    1 vote
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    0 comments  ·  Dialer  ·  Flag idea as inappropriate…  ·  Admin →
  13. Linked Calendar

    It would be great if the calendar could link to my outlook and/or my google calendar.
    Thanks,
    Jon

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Exporting my own notes and contacts

    Ability to export my own notes and my own new contacts directory I added, when exporting lead to our own CRM

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  15. No N/A's

    It would be great to eliminate N/A's from my salesgenie when I'm pulling leads to epic. Need an option to select leads with no N/A's... EX) must have executive name. I need leads with the owners name listed as well as address and phone number

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  16. Program revision back to an older way of looking at families.

    Please re-instate an old way of looking at families. I used to be able to find a family and pull the whole family up, click on a different member and look at details. I can't do that now. It requires a second or third search for another specific member of a family to see information I'm looking for. Also, I would like to be able to see the birth month again. I was instructed by our representative Tim Otto on how to narrow down my searches for birth months; however that would require that I already know the birth month.…

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  17. fewer keystrokes

    Could you make it so we can do control C or a key stroke options to close the note box rather than having to reach for the mouse?
    I can paste, then I have to press the space bar and then reach for the mouse to close
    Thank you

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  18. Award Credits for Feedback

    Award a dialer or email credit when submitting lead feedback.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Click & Drag to Rearrange Custom Tags

    The ability to rearrange the custom tags as they come up. We create tags as the situation arises. i.e. Sides of town, Months the opportunity to sell them are, etc... Would love to rearrange the tags just by clicking and dragging them in the manage tags section.

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

    I need to reach specific department heads in Hospitals.

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