Salesgenie is rolling out a major upgrade beginning August 2017, with continued migration of existing users to the new platform over the next few months. Once your account is upgraded, you’ll get a complete walk-through tutorial of the changes.
Tags can now be managed under the More tab or by clicking "+" in the right column. Add, remove, or create new tags from either location. Each record with a tag has the color-coded icon next to the name.
View the detail page for each record by double clicking any record in the list, or you can click Details in the right column for the record you are viewing.
Summary is now called Tallies, which can be found under the More tab.
The Export option to print or download a record or list of records can be found in the main menu.
Save your search here. Use this feature often because searches aren’t automatically saved.
Call Campaign via Salesgenie Dialer is coming soon. Existing dialer users with dialer will not be upgraded until the feature is added.
Display, Direct Mail, and Email Campaigns can be found here.
Notes and Follow-ups now have separate icons.
Add a new Note or Follow-up by clicking the "+" circle in the right-hand column for each record.
Customize view with the "..." icon. Check or uncheck the boxes to show or hide the information. You can also drag and reorder the columns.
Our award-winning customer care team is here for you. Call 877.708.3844 orContact Support