Lead Management Has Never Been Easier
Salesgenie Lead Manager gives you a simpler way to manage your leads right in Salesgenie. Quickly sort, prioritize, and qualify leads, research your prospects, and keep track of your sales process—all in one place.
Salesgenie Lead Manager Features
Advanced Sorting and Viewing Features
Get a sleek, fluid view of your search results that makes for faster searching and sorting. Quickly review your record count; resize and reorder columns; locate records by assigned number; and choose to view 30, 60, or 90 records at a time.
Ability to Add Notes to Every Record
Save notes and track follow-ups for every lead—all in one place, and all for free! Enter as many notes as needed in order to properly document what you want to remember the next time you work on the lead.
Updated Quick View Panel
Get an instant overview of key information for your sales leads, right from the search page. Find and view information about your prospects in the Summary tab, and review your own feedback in the Notes and Tags tab.
New Lead Status Icons
Is the lead hot, cold, or already a customer? Track lead status with new eye-catching icons that can be seen in any view. Want only hot leads displayed on-screen? Now you can filter your list view by lead status, so the leads you are working on never get lost in the shuffle.
Easy Lead Tagging
Tagging is a great way to add labels to your leads—and Salesgenie Lead Manager makes it fast and easy. You can assign multiple tags to each lead and later search, filter, and refine by your tags.