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. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. Individual

    I need to reach specific department heads in Hospitals.

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Searching Tab

    Easy search...
    so you can find the client by company name, executive name, phone number or address with search tab on the top.

    1 vote
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  8. Latest Update Glitches

    Need to be able to update counts when you are Omitting SIC codes like you could in the past.

    Unbought records only show at certain times with the new update. It is glitchy and many times only shows "Bought Records" as an option.

    SIC range isn't available anymore now you have to individually type in each SIC to Omit.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Search By Phone Number

    Please for the love of God can you finally start allowing your users the ability to search by phone number for a company like every other program there is?

    And allow us to copy and paste phone numbers within the information section of the page, it's been disabled forever

    And you might want to start monitoring the people who answer your customers service line- I called once asking this women who picked up why Salegenie doesn't allow you to search by phone number and she said very sarcastically and condescendingly "If you're trying to search by phone number and it's…

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Filters not saving

    I hate having to click the filters every time I log on; my search filters should be saved for the next time I log in.

    1 vote
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  11. Better Search option

    It would be nice if we could search the new movers by the age of their homes.. like we can with the regular consumer list

    1 vote
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  12. Search for Filter Field Names in SalesGenie

    Search for fields in SalesGenie. I sometimes forget under which section a particular field is (ex: square footage) and have to hunt around for a bit.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add New Leads in the Field

    Wish to be able to add an individual lead manually via the app in order track our activity on the account that isn't in the SalesGenie list yet

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  14. edit executive info

    want to be able to edit existing executive info and remove them based on no longer with the company and/or they're deceased.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add Data to Email Stats

    When saving email stats, include phone number and address.

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  16. Notifications for Follow Ups

    Prompts for scheduled Follow ups

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. let us search in tags/ go to collections under each tag

    let us pull up everything with the same tag/ search within a specific tag for key words or letter combinations. also, a slightly darker theme would be more visually appealing while reducing eye strain from blue light.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
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