Contacts
Contacts in Boulevard are those that you sell to or leads added for future tracking. 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.
Customer & Address List
- Filter & View Wish List Items
- Export Customers to InTouch® or Other Applications
- Create an Entry in the Contact Log
- View Entries from the Contact Log
- Create Custom Contact Groups from Any List
- Preferred Customer Program Report
Profiles
- Create a New Customer Profile
- Find a Missing or Duplicate Profile
- Mark Contact Inactive and Additional Settings
- Move Contacts to Another List or Set Inactive/Active Status
- Add Additional Information to the Profile
- Add a Default Discount & Other Profile Settings
Organize, Filter & Search
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
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)