Sales Genie updates and what’s coming soon
Please review our weekly / monthly updates for Sales Genie.
In order to complete a visit you must create a follow-up Updated on 27th February 2024
Added images when creating a complaint. Be able to add a single image or multiple selected images to a complaint. Updated on 27th February 2024
My Profile, you can click on our updates and coming soon information Updated on 27th February 2024
Dashboard calendar follow-ups are clickable to review and update follow-up Updated on 27th February 2024
Dashboard split into Clients, Prospects & Dormant Updated on 5th March 2024
Complaints update making complaint details and comments mandatory for creating a complaint Updated on 5th March 2024
Complaints can only be resolved if a resolved comment is added in by the manager Updated on 5th March 2024
Send emails attachment from Sales Genie with your logged in email address Updated on 10th March 2024
What’s Coming Soon
Targets & Turnover: Manager / Admin to add each sales users monthly targets and input current turnover. This will be available for each sales user to view their targets / turnover.(Live).
Message Board / Conversation Widget: Manager / Admin to post messages to the dashboard for all company users to see and engage (July 2024).
Tasking: Be able to task anyone registered as a company user on Sales Genie (July 2024).
Dashboard Improvements: We will do continuous improvements to make the user experience better and better (ongoing).