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.(3rd April 2024).

Message Board / Conversation Widget: Manager / Admin to post messages to the dashboard for all company users to see and engage (End April 2024).

Tasking: Be able to task anyone registered as a company user on Sales Genie (Mid May 2024).

Dashboard Improvements: We will do continuous improvements to make the user experience better and better (ongoing).


Your Wish is our Command
Please enable JavaScript in your browser to complete this form.
Name