A back button on the Corporate Family Tree that returns to the Branch company line number instead of line 1 of the search.

I started to build an email yesterday and saved without sending it. Now its nowhere to be found. Why have a "Save" option if you can't reopen and finish it at a later time?

Have more filters for million+ home values

Create customer "snippets" (I've heard them called this at a former employer). If we have notes that we need to past into each lead, it would be great if we could simply type them up, and then select them from a menu to quickly add a pre-typed note or follow up.

nix restoration

instead of withholding payments to people who have been approved for pua and therefore unnecessarily creating an astronomical hardship for these people, uia has to pay these people immediately to avoid being sued. i am currently providing assistance to prospective plaintiffs in preparing summons and complaints naming as the defendant the state of michigan to soon be filed in the court of claims with the first action entitled kimberly hutchens versus the state of michigan.

Make Invoices available on our account info so we don't have to beg for them every month.

Contact directory needs to list the Transportation Manager , Logistics Director
and Shipping/Distribution Manager that is very critical information

Should add a filter for number of employees and if it's corporate or not.

Need to be able to select account or Business and add to CCLM without having to jot down info and go to another screen to add the new lead info. A button that ties the two screens or a "copy" feature that allows the user to send the business info to CCLM as a new lead.

Have a support team that can truly engage a customer without putting it back on the sales person.

I dont need to discuss something wth them if they dont know what Im talking about.

Allow users to reorder saved search lists

Create a separate login for an admin and a secondary login guest account.

Adding an autosave feature would be awesome! So when users are working list they have the option to turn on/off auto save for that list...sometimes users get logged out or browsers close etc and adding the auto save feature would be amazing so users wouldn't have to redefine or get kicked out of where they left out in a list.

PLEASE deduplicate

Allow us to enable dark mode

I would think with all the years on providing this type of listing service you would have incorporated a "Ended/Stopped here" feature. I know we can put in the record number that will take you back to where we ended but that still requires writing down the number.
How about find a solution to that.

Make the font darker for business name, phone and address.

can we maybe search by activity or names of any contact? see what we've made notes in throughout the day so if we get a cb, from a different number, perhaps their direct line, we can better pinpoint where it might be from... and maybe even search in notes we've left, to help us keep our business going and growing?

On Aflac's CCLM, it would be useful to import one lead at a time using CCLM to import the data from Salesgenie.

Alot of times, we aren't necessarily working from a list, but happen to be contacting a buisness we are near. Most are a waste of time, but if there is potential for a sale, being able to load that one lead to CCLM without have to log in to salesgenie separately would be useful.