Webinar: Customer Management ֍ (Boulevard 2017)
The video below is based on Boulevard 2017 software version. See the links under Additional Information when using the newest version of Boulevard.
Additional Information:
Customer Management Handout- Contacts
- Mark Multiple Customers Inactive
- Restore or Delete Contacts from the Recycle Bin
- Create a Custom View or Report
- Create, Edit or Delete a Name List from the List Builder
- Profile Tool bar
- Create a Single, Repeating or Multiple Action Items
- View Customer Product Usage from the Product List