There are a variety of ways to handle leads, referrals, and other non-business related contacts. You can decide how to customize Boulevard to fit your business needs.
The premise behind each list is to keep things simple. If they've purchased from you, they are a customer and therefore belong in the Customer list. If they are your recruit (or as a director, in your unit), they belong in the Unit list. Everyone else, whether they are friends, family, doctors, babysitters, business associates, or leads, we recommend saving them in the Address list.
Customize and filter the Address list based on how you want to utilize it primarily.
Use the Contact Type 1 as either Personal or Business, then the Contact Type 2 could drill it down further.
The table below are just a few examples, but again, think about all of your possible contacts that are not customers or consultants in your unit/team, and how you want to group them. Then decide what your needs are and how you plan to use the information - general contact info, reports, ability to send email marketing, etc.
|Type 1||Type 2||Additional Information|
|Business||Party Guest||Referrals and warm chatters with the ability to link them to customers or consultants. Was she a unit meeting guest of one of your consultants and you want to follow-up with her or did she attend a skincare party, didn't purchase for whatever reason, but you want to keep track of her and link her to the hostess who is a customer of yours?|
|Business||Leads||Warm chatter or recruiting leads|
|Business||MK Consultant||In the MK community but is not in your direct line.|
|Business||Vendor||Hotels used for events, other companies that are used for your business|
|Personal||Vendor||Personal contacts such as a doctor, dentist, babysitter, mechanic, florist, etc.|
|Personal||Family & Friends||Those that are not customers, but you want to have a place to organize and group them for cards, email, etc.|
Once you've decided on how to group or categorize the contacts, you can then filter your Address List based on the function that you're currently using it for using filters.
Another option to organize your Address contacts is to link them to a contact from the customer or unit list. Once you've linked them, their name will appear on the customer or consultant's profile under the Connections tab. View
If you want to send a Group Email inviting your leads to an upcoming unit meeting; you can do that!
To take it a step further, you can then Create, Edit or Delete a Contact List from the List Builder, Create a Log Entry for Multiple Contacts, and even use the Filters & Column Sort.
We hope this gives you some insight and even more, gets your creative juices going. Have fun with it! As you're setting it up if you have questions or need further guidance, please don't hesitate to reach out to us!