Do we still charge a credit for printing and downloading?

Yes, we will still charge a credit for printing, downloading, and adding to a contact manager.

Are credits still deducted when I add notes to my sales leads?

No. Prior to our recent update, credits were deducted upon entering notes. Now you can type freely, entering as many notes as needed in order to properly document what you want to remember the [...]

What are the icons on the results page?

There are a total of four icons displayed on the far left side of the search results table. The first icon indicates the presence of notes; the second icon indicates the presence of tags; the [...]

Are there any changes to paging?

We have changed the default number of records per page from 25 to 30. You can also control whether your display shows 30, 60, or 90 records per page.

What are the numbers on the far left column of the search results?

We have added record numbers to the table to help you easily remember where you left off when running through your search results. In addition, there’s a new “Jump to” feature that enables you to [...]

What is a tag?

Tagging is a way to add one or more unique labels to each prospect record. You can create up to 100 unique tags to help identify common traits among your prospects. For example, tagging can be [...]

What is the right-panel quick view?

We’ve replaced the magnifying glass icon and reinvented the quick view popup by moving it to a right-side panel. Now you can select a prospect record and instantly view additional summary [...]

Can I customize my Salesgenie Lead Manager display screen?

Salesgenie Lead Manager gives you the power to customize your display so you can instantly view the data that is most important to you within your search results. Simply clicking on the blue [...]

What is lead status?

Lead status gives you a new way to quickly qualify a record when working through your prospects. To update a record’s lead status, simply add one of five available icons: Hot, Warm, Cold, [...]

What is Salesgenie Lead Manager?

Salesgenie Lead Manager launched on March 4, 2014. Based on customer feedback that will improve the management of leads, it’s designed to provide a more efficient way to track and measure your [...]