Watch a replay of the live webinar, covering new enhancements to Boulevard 2021 and tips to organize, advertise, and connect with your customers this upcoming holiday season using new and existing features in your Boulevard software!
(24:10) Video Clarity Help
Be sure to download the Webinar Handout too! Boulevard-Organize-Advertise-Connect.pdf
Topics covered (with timestamp)
- 00:35 - Verifying Credentials
- 02:21 - Setting the Sample & Invoice Follow-up days
- 02:00 - Automatic birthday discount
- 02:00 - 3 Standard Note Options for Invoices
- 03:00 - Customizing Your Invoice
- 05:00 - Free PDF Assets & Images you can utilize (💌 Flyers shown during the webinar)
- 07:00 - Archiving Products from the Product List
- 09:10 - Creating a Product Sales Event
- 11:30 - Enabling Filter Slide outs
- 12:20 - Finding Missing Contacts
- 13:10 - Filter and grouping customers using the List Builder
- 15:45 - Creating single Action Items
- 16:15 - Creating custom Follow-up types
- 17:30 - Upcoming Events to quickly view Follow-up Action Items
- 18:05 - Creating multiple Action Items at one time
- 19:30 - Creating single and multiple Contact Log entries to track time spent and accessing them in the Contact Log
- 23:15 - Accessing online help