I think there should be a way to find out who is searching your type of company so that way you can follow the leads and call them.

Ability to create custom list by adding clients individually. Currently, I need to go through 16 steps to create such a list. This is done by adding a custom tag, and then filtering by said tag. Very innefficient

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 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

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.

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

"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

Pull consumers emails when you export a list. So it's all there without having to click individually on everyone to get it.

Add a separate date field that allows records to be sorted. This would enable me to have easily identify records that haven't been contacted by sorting them to the top of my list.

Contacts come and go... Need access to EDIT to change the name

Add ability for admins to be able to export their whole teams progress reports without doing it one at a time. This would save a lot of time. Also, the ability to see charts on usage for entire team versus one at a time

Add ability for secondary users to save their searches