Find insights about our product.
Getting Started
Salesgenie Overview
What is Salesgenie?
Why choose Salesgenie?
Who uses Salesgenie?
My Account
How can I get help or support?
How do I log in and out of my account?
How do I reset my password?
How do I manage my account?
How do I view my subscription information?
How do I update my credit card?
How do I cancel my subscription?
Salesgenie Data
What databases are available?
How can I use Salesgenie data?
What is the quality of Salesgenie data?
How is the data updated?
Why are some companies missing contacts, phones, or emails?
My Customer Data
How do I register for a SAN number?
How do I upload/import my customer data?
Why should I upload my customer data?
How many records can I upload?
How do I download, print, or export my customer data?
What appended elements can I download after uploading my customers?
How do I find similar records (clone) or search for nearby businesses?
How do I know if my customer email addresses are valid?
Credits
How do Salesgenie credits work?
How do I obtain credits?
How are subscription credits applied?
Export and Printing
Where can I view my export history?
What if I export the same record twice?
What options are available for printing records?
How do I format my list for printing labels?
Mobile App
Does Salesgenie have a mobile app?
How do I search for businesses near me using the mobile app?
How can I see assigned leads in the mobile app?
How do I log in to the mobile app?
What lead management tools are available on the app?
How can I see leads on a map when using the mobile app?
Getting Started
How do I build a business list?
What business database should I choose?
What consumer database should I choose?
How do I navigate Salesgenie?
Search Tools
Search Filters
What are search filters?
What Consumer Demographics can I use in my search?
How do I omit, exclude, or suppress records from a list?
What is lead status?
What is "Group By" in Salesgenie?
Geography Search
How do I search using geography?
How do I search using a map?
How can I search a radius around an address?
Saved Searches
What is a Saved list?
How do I save my search?
How do I rename a saved list?
How do I suppress a saved search?
Notes, Tasks, Lead Statuses and Tags
What tools does Salesgenie provide to help me organize and track my lists?
What are Tags in Salesgenie?
Omitting Criteria
How do I remove my customers from a list?
Marketing Tools
Email Campaigns
How do I send an email campaign in Salesgenie?
How can I track email campaign opens and clicks?
Where can I find my email campaigns?
How are email bounces and opt-outs managed?
How do I know if my customer email addresses are valid?
Direct Mail Campaigns
How do I start a direct mail campaign?
Where can I find my direct mail campaigns?
Packages
How much does Salesgenie cost?
Which Plan Is Right for You?
Salesgenie Basic
What is included in the Salesgenie Basic package?
Who should use Salesgenie’s Basic package?
Salesgenie Pro
What is included in the Salesgenie Pro package?
Who should use Salesgenie’s Pro package?
Why choose the Salesgenie Pro package?
Salesgenie Team
What is Salesgenie Team?
Who should use Salesgenie Team?
Key reasons to choose Salesgenie Team
How can I generate a report with Salesgenie Team?
Salesgenie Team Quick Start Guide
How can I see all lists, assigned to me or imported in Salesgenie Team?
Business Data
Industry Selections
How do I filter by industry (SIC or NAICS)?
How do I filter by Major Industry Groups or SIC ranges?
Business Size
How can I search by employee size?
How can I search by sales volume?
Business Email
What are business emails?
How can I find email addresses for business executives?
Business Characteristics
How can I find email addresses?
How do I search by company name, contact name, or brands and products?
How can I search by executive title, gender, or ethnicity?
How can I search by years in business?
Geography
Audience List View Page Overview
Business Detail Page Overview
What business or geography filters are available?
Consumer Data
Consumer Characteristics
How can I search for investors or wealthy or high-tech households?
How can I filter the automobile owner data?
How can I search by age range, gender, or marital status?
What consumer demographic or geographic filters are available?
How can I search by household income?
How can I search by first, middle, or last name?
Automobile Owners
How can I search by the number of vehicles in a household?
How can I filter the automobile owner data?
How do I search by vehicle make?
How can I search by vehicle year?
Household Characteristics
How can I search for mortgage data?
How can I search for boat owners?
How can I search by length of residence or year built?
How can I search by home value?
How can I search by homeowners/renters or housing type?
Sensitive Data Selections
How do I find people turning 65 years old?
How can I filter using the presence of children, age, number, or gender?
What is considered sensitive data?
What is required to use sensitive data?
How can I search for mortgage data?
How do I build a consumer list?
Consumer Record Details Page Overview
Free Salesgenie Account and Others
Free Salesgenie Account
What is a free Salesgenie account? Can I access Salesgenie without a subscription?
What features are available in a Free Salesgenie Account?
Business Buyer Intent Data
What is business buyer intent data — and how can it boost your prospecting?
How can I search business buyer intent data?
How can I purchase business buyer intent data?
How can I view my filters in a saved list?
Can I get an alert whenever a new record is added to my saved list?
How can I add notes/tasks?
How can I view the notes/tasks?
How can I edit my notes or tasks?
Smart Audiences
What is Salesgenie Smart Audiences?
How does Smart Audiences differ from regular search filters?
Who should use Smart Audiences—and when?
Is Smart Audiences available for both business and consumer databases?
How do I access Smart Audiences?
What details do I have to enter for Smart Audiences to work?
Can I edit or customize the filters after Smart Audiences suggests them?
How quickly does Smart Audiences generate lists?
Can I save a list generated by Smart Audiences?
What kinds of filters do Smart Audiences recommend?
Are Smart Audiences based on past searches?
Can I see why a particular filter was recommended?
How are recommendations grouped?
Can I use Smart Audiences without knowing my target industry?
Can Smart Audiences help me create my first list?
Can Smart Audiences recommend filters based on my previous saved lists?
Does Smart Audiences learn and improve its recommendations over time?
Can I combine Smart Audiences with manual filters?
How can I clone or refine a Smart Audience–generated list?
What if Smart Audiences doesn’t return any results?
Why are the results different each time I run it?
Are Smart Audience recommendations available for suppressed or omitted records?
What are the limitations of Smart Audiences?
SMB Resource Center
9 quick win sales ideas
Sales Pipeline Facts to Know
What makes Salesgenie the best ZoomInfo alternative?
Which features are available on the mobile app?
CRM Integration with Salesgenie
Salesgenie + Salesforce Integration
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CRM Integration with...
CRM Integration with Salesgenie
Salesgenie + Salesforce Integration
