Mobile App: How can I do a custom search or filter?

From the mobile app you have the ability to create a custom search or filter using selections such as:

  • Business Name
  • Type of Business
  • Phone
  • Address
  • City, State or Zip
  • Lead Status
  • Tags
  • Follow Ups
  • Notes

To start your search, click on "U.S. Businesses" from the home screen.

List Filters

From the list view screen, click on the filter icon in the top right corner.


From the "Filter" screen, you can sort or filter your list by:

  1. Alphabetical A - Z
  2. Alphabetical Z - A
  3. Sort by Distance
  4. Business Type
    • Filter by industry description or 2-digit SIC
  5. Lead Status
    • Records with a lead status
  6. Tags
    • Records with All selected tags
    • Records with at least one selected tag
  7. Follow Ups
    • By date - today, 30 days, future
    • Custom date range
  8. Notes
    • All records
    • Records with a note
    • Records without a note

There are many more filters available to help customize your search on the actual website www.salesgenie.com.   


Download Salesgenie Mobile:

  

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