Importing production from InTouch allows you to bring consultant production totals directly into Boulevard’s Unit List. Once imported, the production amounts are added to each consultant’s profile, helping keep unit production figures current without manually entering totals.
From the main toolbar, select 
Import, then under the Consultants section, select 
Production (or from the Unit menu or toolbar, select Import, then Production).
- From the Imported Production form, click Date Range then enter the Start and End dates for the production you would like to import (or select a date range from Quick Dates).
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If you have offspring units, select Include Offspring, then click OK.
- Enter your Consultant ID and Password for your InTouch account in the Import Production form and log in.
- After the InTouch site fully logs in, the form will disappear, and a progress bar will begin showing the import status.
- Select OK to import all production records displayed, then Close when finished.
Additional Information:
- If a contact profile does not exist for production being imported during the import process, Boulevard will create one.
- By default, Boulevard calculates your personal production from inventory orders with a Received status. If you would prefer, you can choose to have it calculated from production entries added to your unit contact profile. View