Feature Requests

I'm looking for a tool or filter in the CRM that identifies customers who have submitted duplicate leads over time, especially those whose original lead was in a prior month but have recently re-engaged. These leads often don’t show under “This Month” since they’re tied to the original submission date. I want to ensure they’re treated as fresh leads, if they show ongoing interest. Filtering Options: Filter or tag by “duplicate lead within Custom date range”

Hi there!!! It would be extremely helpful if we could import lists or CSV files into the CRM. GM has several different manifest each month and it would be beneficial and give us a way to track that the follow up in indeed being done. Think about it, please. Thank you!

In title

Can we get a delete all sales tax button? Going through to delete line by line is cumbersome--especially when it adds back the sales tax if you change anything on the pencil

RunMyLease is a tool we use for unlocking prices on our websites. Currently, Lead Summaries are not extracting the unlocked price the customer sees on our site, causing confusion for both Genius and our users. Could we extract the data from the XML show in the attached screenshot into the Lead Summary?

When someone ignores the possible duplicates, it clears it from showing up at the top of the customer card unless you go into the dropdown and search duplicates. It is too time consuming to check this for every customer we review. A lot of duplicates get ignored if someone isn't sure or if a salesperson doesn't want to risk splitting a deal..... It would be very helpful to keep our data clean to have a feature that would allow us to see a list of all possible duplicates so we can review them in bulk. Our previous CRM had this feature and it was something that we cleaned up very often.

We had a chat with Cheng on Nov 13th that concluded around 1:30pm MST Basically we are having an issue where, when the customer is not opted in, and there is only a phone number, and we are unable to send one, its still reporting that we haven't sent a video day one. Even though the customer is not opted in, so its not really eligible... Were requesting that the customer does not fall into the eligible bucket until they are actually opted in and can be texted the video. Thank you!

be able to add numbers inside the screen

I seen the font, boldness of text was changes specifically in the lead bucket and a few other places. This is very hard to see agreed with my teammates. It would be nice if we can adjust this ourselves per our own vision. If not as someone who states at a screen for 8+ hours a day, we prefer BOLDD!!!

Allow desk documents to be signed with e-signatures using iPads, standing alone and separate from any digital retailing tool in development.