Entering or Updating Contacts

Contacts can be added or updated individually or in bulk to keep information current in Boulevard. Entries may be imported from sources like InTouch or an Excel template, or created manually when needed. Existing records can also be marked active or inactive or removed to maintain an accurate contact list.

Customer List

• Import Customers from InTouch®
• Importing Customers From an Excel Template File

Unit List

• Import Consultants from InTouch®

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Additional Information:

• To manually enter a contact, see Create a New Customer Profile. 
• Move a Contact to Another List, Change Inactive Status, or Delete