Entering or Updating Contacts

Contacts can be entered into Boulevard by importing in a batch from the options below or one at a time. To manually enter a contact, see Create a New Customer Profile. 

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:

• Move a Contact to Another List, Change Inactive Status, or Delete