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Getting Started
Can I get an alert whenever a new record is added to my saved list?

Yes. Salesgenie includes a New Lead Alert feature that automatically notifies you when new records matching your saved list criteria are added to the database. This ensures your lists stay fresh and up to date without requiring you to run new searches.

 

How New Lead Alerts work

  • Automatic updates: When a new record matches your saved list criteria, it is automatically added to that list
  • Email notifications: You can optionally enter one or more email addresses to receive notifications whenever new leads are added
  • Hide outdated records: You also have the option to hide records that no longer meet your list criteria. This setting can be controlled through List View Preferences

 

 

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