Allow users to filter leads by gender, for use by gender-specific niched agencies.

You already have a field indicating total number of employees for a company (as opposed to employees "at that location"). It would be great if that number was available in the downloads

i need the ability to track the reps house by house dispositions so we can make sure they are staying busy.

Put a linkedin button next to executive info

Add a 'Appointment Set' status to list of statuses. This will allow for organization of prospects that have an appointment set which would put them between a Hot Lead and Customer (Won).

I would like to be able to perform a dynamic search (e.g., google search) within a list. For example, when I open a list, I would have the ability to type a name, or number, and jump directly to the record.

LET THE DIALERS UPDATE THE DATABASE SO WE DONT ASK FOR PEOPLE WHO HAVE DIED 10 YEARS AGO

Why can't we as Aflac DSC's print directly from your site. Am I missing something? It is extremely frustrating to operate your website and simply print a list!

be able to update the filters by right clicking on a specific filterable item for the whole list. For example, if I determine a specific SIC Code isn't right for my list, then I'd like to R-click exclude it from the list all together.

It would be ideal to have a auto generated follow up for businesses we touch that are interested but don’t agree to do an enrollment that day. If there was a way to mark a business “hot” “warm” “cold” and have actions plans associated with each signification I truly believe we would be able to work a territory much tighter and have less missed opportunities. It’s very difficult when you touch 100 roof tops a week to remember each and every scenario from each contact.

It would be great when looking up clients to be able to see real time how much money they have paid into their policies minus claims for a real time ROP.

When you filter for just single family homes it pulls mobile homes as well. There should be a way to filter this down to being able to exclude mobile homes from the search or include them as needed. When I'm trying to find a home that meets a certain criteria (Single family built by a certain year) it brings back a lot of mobile homes that does not fit what I am looking to find. So being able to exclude them from the search would be more efficient.

When sending out mailers, it would be good to be able to change the font on the address lines. For instance, if I were to use Reanie Beanie, it looks like the mailers are handwritten.

Add a filter that shows the age of the roof

Searching the business name from lead category would make the Workforce app more effective for those of us who rely more on business name.

is it possible to get more accurate phone numbers? 99% of the phone numbers I end up calling are either disconnected. The other 1% do not belong to the leads.

Thanks

Cold calling across the country, it would be nice if we could sort the leads by the timezone in order to extend the day as much as possible

"School District" as a Geography filter; filtering all businesses that are located inside each school district attendance zone.

include available emails in listings

should be able to export multiple email addresses from one business all at once, and not have to go back time and time again to do it over and over again