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. 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 →
  2. 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 →
  3. omit leads with same address and phone

    When I generate leads I get a lot of leads that are identical. A list with about 4000 leads ends up being about 7500 leads because of this. There should be a way to omit leads with the same address and phone number.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    3 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. Ability to Export "Notes, Follow Ups & Details" to an Excel File

    VERY IMPORTANT: The ability to Export/Download the "Notes", "Follow UP's (Dates, Times & Descriptions)" & Details in Excel under "Custom" options for each record!!!!!!

    See attached .JPG!!

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. Column Header Sorting

    You should be able to sort by every column heading, especially by the lead symbol.

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to sort tags

    I think it would make more sense to put the newer tags at the top of the list instead of the bottom. Or at least have the option to switch back & forth.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Option to export search criteria

    Option to export search criteria along with list in Salesgenie

    4 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  14. Search Saved Searches

    I would like the ability to search my Saved Searches. I have generated 1,465 searches and I would like an entry box to begin typing the name of a former search and that entry can then be selected. Currently, I need to file through 147 pages of Saved Searches to find a previous search that I would like to re-run. Thank you for your consideration!

    3 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Satellite preview of address

    Once you click on a search result, when the side info comes up, have a google maps preview of the location in the address area.

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Search Business Locations by Group

    Can you add a feature that allows to search street names with range options in hundred blocks on a mobile phone? Example... search all businesses between 100 N May and 1000 N May. Currently I can't search a range of businesses on a specified street and can only search the whole street or one address at a time. I want to build a list of locations on a particular street. I really like the app, but would like to help make it better. If you have questions just give me a call 405-823-2842.

    Thanks Paul

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  17. Select All Button on Map List

    When clicking the map view on a mobile phone can you add a button that allows all records to be selected? Currently I have to check each record individually and it turns into a long process when trying to see a map view of multiple locations. If you have questions please call me at 405-823-2842.

    Thanks Paul

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  18. Import ABM lists and Search using them

    Could use the B2B contact search to allow for ABM list uploads, where we define the company name or company URL and then are able to tailor down our searches by that list.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  19. Customer Upload

    Would like to be able to upload my customer file and from that file, instead of having to find similar of "ONE" best customer; why can't it pull all industries from my customers and collectively find all similar based on all of my customers at once.

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

    Have filters where you can filter out what do you do not want as well as what you do want. When I am looking for leads, there are specific industries that I do not want. For example I want any industry besides restaurants.

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