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
- Customer List Overview
- Invoice & View Customer Wish List Items
- Export Customers for the Preferred Customer Program
- Create an Entry in the Contact Log
- View Calls & Email Entries from the Contact Log
- Create & Add to the List Builder using Quick Filters
Unit Tracking
- Change Unit List Colors
- Unit List Overview
- Import Production from InTouch®(US)
- Import Production from InTouch (Canada)
- Importing Weekly Accomplishment Sheets (WAS)
- Manually Enter Production
Profiles
- Find a Missing or Duplicate Profile
- Profile Overview
- Account Balance & Payments Simplified
- Profile Toolbar
- Create a New Customer Profile
- Add a Default Discount & Other Profile Settings