How do I get myself and my team started on Salesgenie Team?

To learn how to set up your Users and get started using Salesgenie Team, please review our handy Quick Start Guide.

Can I upload a customer data file?

Admins can upload their customer files with a Customer Data subscription. Users do not have this capability.

Do I have access to bought records and credits?

Admins have access to credits and bought records, but Users do not.

Can I export leads when using Salesgenie Team?

Admins can print, download, and transfer leads to a contact manager or CRM (i.e., Salesforce.com). Credits will be deducted accordingly. Users do not have the ability to print, download, or [...]

Can Users see campaigns submitted by other Users?

Campaign activity is not currently shared.

Can other Admins or Users see my follow-ups?

Admins can see all Users’ follow-ups on the follow-ups page. Users will only see their own follow-ups on the follow-ups page.

Can other Admins or Users see my lead status?

Yes, lead status is set at the record level. For example, if User A has ABC company set as a hot lead, User B will also see this status.

Can other Admins or Users see my tags?

Yes, tags are visible by any member on the team. Tags can also be added or removed by any team member.

Can other Admins or Users on my account see my notes?

Yes, notes are visible by any member on the team.

Can records be reassigned?

Yes, leads can be reassigned from one team member to another in two ways. From the “Your Lists” section of your home page, click “Reassign Assign” from the action menu and select the new team [...]

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