The New User Essentials webinar replay gives an overview of key features to help new Boulevard users get started. It covers setting up business information, customizing invoices, handling backups, sending email, linking ProPay, updating inventory, managing contacts, using filters and lists, handling product orders and payments, and accessing support tools.
A list of related support articles is included below for quick reference.
Additional Information:
- Entering Your Business Information in Preferences from the Main Application Toolbar
- Customizing Invoices & Adding Images, and Create Custom Images
- Back up to an Online Option Automatically (Cloud-based)
- Sending Email through Boulevard
- Verify Credentials to load Product Updates, Service Releases, & More
- Connect Your ProPay or Stripe Account
- Add or Update a Customer Payment Method
- Dashboard: View Your Business at a Glance
- Add, Move, or Hide Columns on Contact Lists
- Contact List Filters & Column Sort
- Find or Search For a Contact and Restore or Delete Contacts from the Recycle Bin
- Handle Demos, Donations, or Expired/Product Loss
- Handling Personal Use
- Handle Miscellaneous or One-time Purchase
- Import a Customer Website/Direct Ship order or Create a Direct Ship Invoice
- Handle and Process Customer Payments and Handling Credit Card Payments
- Get Help, View Support Messages, & Access Chat
- Access & Print Product Update Newsletters
- Set Default Discount & Update On Hand Wholesale Value and Edit an Inventory Order
Be sure to view the Boulevard 2025 Webinar Replay, too!