Contacts
Contacts in Boulevard are those that you sell to, or leads you want to record to follow up with. Boulevard can help you manage every aspect of your relationship with your customers: their birthdays and anniversaries, how often they buy a particular product, even products they've tried and added to their wish list! Contacts can be imported from online, from a file, or manually.
Importing from Other Sources
- Import Customers from InTouch® (US)
- Import Customers from InTouch® (Canada)
- Import Customers from InTouch® (AU)
- Import Customers from InTouch® (UK)
- Import Consultants from InTouch® (US)
- Import Consultants from InTouch® (Canada)
Customer & Address List
- Create Custom Contact Groups from Any List
- Invoice & View Customer Wish List Items
- Export Customers for the PC Program or Other Applications
- Create an Entry in the Contact Log
- View Entries from the Contact Log
- Preferred Customer Program Report
Unit Tracking
- Unit List Overview
- Import Production from InTouch®(US)
- Import Production from InTouch (Canada)
- Import Weekly Accomplishment Sheets (WAS)
- Manually Enter Production
- Change Unit List Colors
Profiles
- Find a Missing or Duplicate Profile
- Account Balance & Payments Simplified
- Create a New Customer Profile
- Add a Default Discount & Other Profile Settings
- Add Additional Information to the Profile
- Mark Contact Inactive and Additional Options