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. 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 →
  2. upload my own list of names with address

    I have a list of prospects that I want to upload so I can obtain Home value and auto vin information and then take that data and put it in Quote Burst to run accurate quotes. This will allow me to then send direct mail with the new updated information. So how can I upload a list into SG so I can use a specific list of names? it is a list of 55600 names so I cant do in manually.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. age specific

    age should be age specific? like the DOB

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  10. Wealthfinder on Insights

    Add wealthfinder data to insights page

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

    filter based in info usa id

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. County Idea

    add county as an demographic option under "popular"

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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 →
  19. search

    do you have a catacory for family owned businesses

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