LeadsGenie · System Upgrade

LeadsGenie is being upgraded

The system you use today is being replaced with a new, faster LeadsGenie, with a mobile app for working leads on the road. Here's what's happening, what it means for you, and where to learn the new system before Monday.

The dates

Learn the new system now

The manual below shows every screen with step-by-step instructions. Ten minutes with it and you'll know your way around before day one.

Frequently asked questions

Will my current login still work?

No. The new system has its own secure login. Before go-live you will receive an email invitation at your work address with a link to set your own password (minimum 8 characters). Your email address stays the same; your old password does not carry over.

If you haven't received an invitation by Monday morning, check your spam folder first, then contact your administrator to resend it.

What happens to my leads and customer details?

Your open leads and recent history are moved to the new system over the switch-over weekend, so you carry on with the same pipeline on Monday. Customer contact details move with their leads.

Long-closed historical leads from years past are archived rather than migrated. If you need something specific from the archive, ask your administrator.

Will the web address change?

No. The address stays exactly the same: www.leadsgenie.co.za (it also works without the www). Your existing bookmark will simply open the new system from Monday.

What will change: links inside emails the current system sent you will no longer work after the switch-over. From Monday, rely on the new emails the new system sends you, starting with your login invitation.

Can I still use the old system after Monday?

No. The current system is retired over the switch-over weekend and will no longer be available. Anything you need to finish in it, finish by Friday 24 July.

How do I reset my password if I forget it?

Self-service, no more calling the office: click Forgot password? on the sign-in screen and you'll receive a reset link by email within minutes. Repeated wrong attempts lock the account briefly as a security measure; the screen tells you how long to wait.

Is there a mobile app?

Yes, and it's the best way to work your leads on the road. Open the new LeadsGenie in your phone's browser, sign in, and choose Install app / Add to Home Screen. You get a full-screen app with your lead list, one-tap Call/WhatsApp/Email, status updates and follow-ups. The Salesperson & Coordinator Manual walks through it step by step.

There's nothing to download from an app store, and updates arrive automatically.

What's actually better in the new system?
  • A phone app for salespeople: work leads without a laptop.
  • One-tap contact: Call, WhatsApp or email a customer straight from the lead.
  • Automatic follow-up tracking: overdue leads are flagged before they go cold, and every lead carries a health badge.
  • Live notifications when leads are assigned to you, follow-ups fall due, or something needs urgent attention.
  • Real-time reports for pipeline, conversion and performance.
  • Leave with delegation: book leave and your leads route to a colleague while you're away.
Do I need training?

The manual above is the training: every screen, step by step, with pictures. If your team is arranging a walk-through session, your manager will share the details separately.

Who do I contact if something's wrong on Monday?

Contact your administrator or manager through the usual channel. Have the lead number handy if your question is about a specific lead; it makes tracing it much quicker.

One thing to do today Skim the manual for your role so Monday feels familiar, and watch your inbox for the invitation email to set up your new login.