NEW IN BOULEVARD 2021 RELEASING ON JUNE 1, 2020:
Use the Connected To field to link customers together for different types of events or to link customers that are part of an organization that you'd like to track.
- Open the profile of the contact being connected to another profile.
- From the
Additional Info tab, in the Connected To field, click
.
- Using the Find field, search, and select the contact.
- When finished, click
Save.
- To view the connection, open the profile of the other contact and click the
Connections tab.
Optionally, you can group the connections using the Contact Type 1 and Contact Type 2 to customize this feature even further and use it in so many ways!