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  1. individual sales reps should be able to sort lead status and omit them from the list. we have to do this everyday and every time we log out

    every day my sales reps come in and have to go through and omit all disconnected numbers, refusals, sales and other statuses they don't want to have to see in their list.

    1 vote

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  2. Click & Drag to Rearrange Custom Tags

    The ability to rearrange the custom tags as they come up. We create tags as the situation arises. i.e. Sides of town, Months the opportunity to sell them are, etc... Would love to rearrange the tags just by clicking and dragging them in the manage tags section.

    7 votes

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  3. email for every entry

    Provide emails. In this day and age its tough to see value in your lists without email.

    1 vote

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  4. Need to be able to export our work product. After spending hours inputting information regarding the results, there should be the option .

    Need to have the option of exporting the work-product data after speeding hours inputting data from the results of calls into notes etc, we still need the ability to export this data into Excel for further analysis or other use.

    1 vote

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  5. Sort and Filter lead lists

    Please let us sort and filter lists :)

    This page gets really messy with a dozen reps needing multiple lists each.

    8 votes

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  6. SAVING NOTE ERROR (BUG)

    Saving Error:

    When you put a note on someone then press create, and then click on the next person it saves to the next person. This happens all the time and needs to be fixed.

    2 votes

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  7. Check for active leads

    The ability to see how many other users have exported a certain lead, and if they have marked it qualified, unqualified, or unable to close.
    Perhaps this information would be available to see after 3 or 6 months of inactivity on the lead.

    1 vote

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  8. More options for lead Status

    Why are we limited to 10 statuses?

    1 vote

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  9. Searching for contacts within several list assignments

    When you have several list assigned to one person, there needs to be a way to put in just a phone number or business name to find who you are looking, for instead of having to search thru each list to find who you contacted. Makes it easier when you get call backs to find them faster.

    2 votes

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  10. 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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  11. logon and logout

    There should be a sign in and a sign out

    1 vote

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  12. 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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  13. Option to export search criteria

    Option to export search criteria along with list in Salesgenie

    4 votes

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  14. 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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  15. Lead status convenience

    I would love to be able to modify the lead status from the "map" view!

    1 vote

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  16. See all leads assigned

    I want to see all the leads assigned to me as a secondary user at one time without having to go to different lists

    2 votes

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  17. 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.

    3 votes

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  18. Sales Funnel

    Provide a way to create a sales funnel with specific stages to facilitate tracking of opportunities.

    5 votes

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  19. Vehicle Fleet Info by Company

    Give the ability to see vehicle registrations by company. Include make and model if possible and age. Thanks

    1 vote

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  20. Solar System

    an option to filter out who would be interested in switching to solar.
    people who are Go green and want to help the environment

    1 vote

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