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 Genie 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. do what you should

    update your old info, try that.

    2 votes

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  2. Listing Board Members is Boring

    Get rid of all the board members you have listed for each company. They are useless and are not available for calls. Get the right job titles so we know to whom we are calling and what their function is within the company.

    3 votes

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  3. Update your lists!

    Update your lists! I find businesses listed that have been out of business for 7 years!

    2 votes

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  4. Sort lists by SIC Code

    Let us sort lists by SIC Code and SIC Description. For those of us wanting to omit certain SIC codes it would be easier to find the ones we don't want if we could sort by them.

    12 votes

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  5. 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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  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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  7. Column Header Sorting

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

    1 vote

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  8. Search "saved searches" by title

    Being able to search title of saved searches

    4 votes

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  9. 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

    2 votes

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  10. Remove unhelpful data including deceased business owners and ATM numbers

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

    2 votes

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  11. 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

    2 votes

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  12. spell check

    Spell check is needed in all text area.

    1 vote

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  13. BUSINESS SIZE (ANNUAL REVENUE) ADDITIONAL SEARCH CONTROLS

    MORE CONTROL TO SEARCH FOR BUSINESSES OVER 100K ANNUAL REVENUE BUT UNDER 500K

    1 vote

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  14. age specific

    age should be age specific? like the DOB

    1 vote

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  15. Wealthfinder on Insights

    Add wealthfinder data to insights page

    1 vote

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  16. 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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  17. 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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  18. Multiple Screen Functionality

    There needs to be a way to view main screen tabs without exiting the current filtered lead lists, which requires re-filtering or jumping between screens back and forth. It becomes very cumbersome to have to reset the list each time I want to view follow ups on the main screen. A side bar function would be very helpful for work flow.

    1 vote

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  19. New Data - Lead Utility Information

    Add Customers Utility Company

    2 votes

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  20. age

    I think if we had ages of the prospect would be very helpful

    1 vote

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