I lost my password.
If you forget your password, it’s easy to recover. Go to: https://www.salesgenius.com/account/login.php. Enter your e-mail address in the “E-mail” box. Then click “Lost Your Password” to the right of...
View ArticleHow do you edit/view your Genius account information?
Login to Genius and select “Preferences” in the upper right of the page. Click on the “Account” tab to edit your information. When you’re finished, click “Update My Account” at the bottom of the page.
View ArticleHow do I update my personal information in Genius?
Login to Genius and select “Preferences” in the upper right of the page. Next, click the “Account” tab. You can view or update all of your personal information under this tab. When you’re finished,...
View ArticleViewing and Changing Genius Account Preferences
To view or change your Genius account information preferences, click on “Preferences” in the upper right hand corner of the Genius Application (next to your name). From here you can view/change your...
View ArticleHow do I add or edit labels?
Use labels to help you group and search for your leads/contacts, e-mails and lead/contact visits. Your current list of labels appears in the list on this page. When you select a label, the interface...
View ArticleHow can I remove Genius activity from Salesforce Chatter?
Change the Genius sync user to a person or account they are not following via Chatter. Please contact your CSM or Genius Support for assistance.
View ArticleHow do I connect Genius with Salesforce?
The Genius/Salesforce Connection Set Up document describes how to connect your Salesforce system to the Genius system. There are two steps: connecting the two systems via a Genius wizard followed by...
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