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. The ability to remove all inactive team members

    Remove all inactive team members if you choose even if this means losing there notes and follow ups. I have 2-3 times the number of inactive member then active

    10 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. SAVING NOTE ERROR (BUG)

    Saving Error:

    When you put a note on someone then press create, and then click on the next person it saves to the next person. This happens all the time and needs to be fixed.

    2 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  3. Download Preview

    You should create a download previewer. It will help users ensure the list they are downloading has the information needed on it.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Saved Maps

    For a map-based search, an option to save the map created so it can be applied to Residential and Business searches would be great. No I have to create the map twice which can be very tedious

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Check for active leads

    The ability to see how many other users have exported a certain lead, and if they have marked it qualified, unqualified, or unable to close.
    Perhaps this information would be available to see after 3 or 6 months of inactivity on the lead.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow to SAVE a scrubbed list

    Allow user to SAVE a scrubbed list. e.g. if my search yields 200 results under Auto Dealers- Used BUT we are not targeting any National accounts, allow me to only SAVE the SELECTED or NOT SELECTED list if I am not ready to EXPORT at that time. Saves a ton of time to not have to re-scrub when ready to purchase them (Export) later on.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. route order via gps integrated

    have a feature, once you've set your leads to give you the best rout to go to them.
    will go in sequential order without having to type the address into the gps

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  8. Social Media

    It would be good to be able to see if businesses have a Pinterest social media account.

    2 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. More options for lead Status

    Why are we limited to 10 statuses?

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  10. Searching for contacts within several list assignments

    When you have several list assigned to one person, there needs to be a way to put in just a phone number or business name to find who you are looking, for instead of having to search thru each list to find who you contacted. Makes it easier when you get call backs to find them faster.

    2 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  11. share search

    My organization has several sales people who each have their own full salesgenie accounts.

    We can't see each other's saved searches without screen sharing or impersonation i.e. logging in _as_ the other user.

    It'd be nice if we were able to somehow easily share or export our search criteria.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. search criteria

    More of a comment then an idea. Why is it when you try to narrow a search under certain criteria that it doesn't actually narrow the search. For Example, if I am looking for a last name and I want to also filter it by city; I'll enter both under the filters but it still gives last name for the entire state even though I have both filters on?? I would be helpful to know if there is an order that needs to be done to get criteria filters to narrow by all search filters or if only certain ones…

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  13. logon and logout

    There should be a sign in and a sign out

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  14. Lead Status - Customer ( Won ) should be able to be in orderof date entered...

    Lead Status for the your client/customer should be able to be listed in order of sale date and time...

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  15. Popup reminder for set appointments!

    Appointment Popup Reminders!

    2 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  16. Search function for saved searches

    A search option on saved searches. I currently have 1,013 saved searched and it would make my life so much easier if I could just search for the lists I'm looking for. Thanks!

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Mobile app notes

    Notes available to view on mobile app.
    I'm out in the field working most days. I can upload notes into Salesgenie, but am unable to read existing notes. Customer service said."it's not designed that way"
    This makes NO sense. Touting this program in a mobile app only not to be able to see notes is stupid at best. I have to pack my laptop around and use my hot spot to view notes in each file.
    Please turn on the notes viewing in app.
    Thanks.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    4 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  19. search by company URL

    would be lovely if you could search by domain/URL - would make finding companies with similar names much simpler!

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  20. Dialer for consumer

    Dialer for consumer, you already have the technology available for business, why not allow your customers to use it on both platforms?

    7 votes
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    0 comments  ·  Dialer  ·  Flag idea as inappropriate…  ·  Admin →
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