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. PURGE LIST AT LEAST ANNUALLY, Or have auto-updating when we enter data of any kind

    I WOULD ESTIMATE 40% OF THE DATA IS OUTDATED. When you do 200 dials a day, that gets very frustrating. When I add a new owner, let it change your existing data and it's updated for you and everyone that uses it.(or have it programmed to go to your programmer and they can update it) Easy, huh? Same on phone # updates. And on Followup, that data needs to come up on a separate daily calendar so I know today's followups.

    2 votes

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  2. what happened to the only 1 contact feature?

    Why did you remove the ability to limit contacts to only 1 person at a company? When I hit the road I like to print a list of the companies who are around or at where I'm going, I don't need to see every person who works there.

    1 vote

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  3. SIC

    Verify SID's or leave as Not Classified if not confirmed. Don't go by Name Of Business. Please

    1 vote

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  4. County Idea

    add county as an demographic option under "popular"

    1 vote

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  5. 1 click step to create lead from Sales Genie Mobile App

    We need a way to create a lead from the Sales Genie App on the mobile device. If this is possible, please send me the instructions. Thanks

    1 vote

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  6. search

    do you have a catacory for family owned businesses

    1 vote

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  7. Making a wish come true - Using the platform for imported leads

    I appreciate the leads produced by Salesgenie but I do get warm leads while in the field and would love to utilize the Salesgenie platform to organize/monitor/verify information while adding to databank(for credit perhaps.award system).

    2 votes

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  8. pizza carrier for bike

    it attaches to bike handle bars, it hold a pizza, maybe aluminum. Something with a spring load. easy to fold up put in back pack. maybe with carrying case. thanks. mitch

    1 vote

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  9. Area Code-Phone # Separate Columns

    Break the phone number into 2 columns one for area code and one for the phone number

    1 vote

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  10. Linked Calendar

    It would be great if the calendar could link to my outlook and/or my google calendar.
    Thanks,
    Jon

    1 vote

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  11. 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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  12. 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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  13. fewer keystrokes

    Could you make it so we can do control C or a key stroke options to close the note box rather than having to reach for the mouse?
    I can paste, then I have to press the space bar and then reach for the mouse to close
    Thank you

    1 vote

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  14. Award Credits for Feedback

    Award a dialer or email credit when submitting lead feedback.

    1 vote

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  15. Individual

    I need to reach specific department heads in Hospitals.

    1 vote

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  16. Searching Tab

    Easy search...
    so you can find the client by company name, executive name, phone number or address with search tab on the top.

    1 vote

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  17. Latest Update Glitches

    Need to be able to update counts when you are Omitting SIC codes like you could in the past.

    Unbought records only show at certain times with the new update. It is glitchy and many times only shows "Bought Records" as an option.

    SIC range isn't available anymore now you have to individually type in each SIC to Omit.

    1 vote

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  18. Filters not saving

    I hate having to click the filters every time I log on; my search filters should be saved for the next time I log in.

    1 vote

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  19. Better Search option

    It would be nice if we could search the new movers by the age of their homes.. like we can with the regular consumer list

    1 vote

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  20. Add New Leads in the Field

    Wish to be able to add an individual lead manually via the app in order track our activity on the account that isn't in the SalesGenie list yet

    1 vote

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