Salesgenie provides several built-in tools to help you organize and track your lists—whether you’re working with saved searches or imported customer data. These fields are available across all Salesgenie databases, but only contain information once you add it. All notes and customizations remain exclusive to your account.

Tools for Organizing and Tracking Lists

Notes

• A long text field for recording any details, reminders, or observations about a business or consumer
• Acts as a catch-all field for information that doesn’t fit into other categories

Tasks

• Schedule a date and time to add a task with a business or consumer
• Useful for responding to specific requests or planning general task activities
• The total number of tasks appears in the Summary box on the Home Dashboard
• Click to view the Task Schedule, which displays upcoming tasks by date and links to each record’s detail view

Lead Status

• Categorize prospects based on their likelihood of becoming customers
• Create custom lead statuses with color coding under Lead Status in the My Account > Customize menu
• Default lead statuses include:
• • Hot Lead
  • Warm Lead
  • Cold Lead
  • Dead Lead
• Lead Status can also be applied to customer data uploads

Tags

• Labels you can apply to individual records in both saved searches and uploaded customer data
• Entirely customizable for your Salesgenie account
• Tags can also be assigned during a customer data upload
• To manage tags, click the Tags icon in the top left corner of the left sidebar in the Search/Build List view

Customized Views

• Organize record views to focus only on the data points most relevant to you and your team
• Helpful for simplifying long records with many available data fields

These tools allow you to personalize Salesgenie, streamline your workflow, and keep your prospecting organized.