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.
Working with Contacts
- Create a New Contact Profile
- View History from the Customer & Address List Toolbar
- Set Inactive Status and Additional Settings
- View Previously Purchased Items for a Contact
- Move a Contact to Another List, Change Inactive Status, or Delete
- Add Additional Information to the Profile
Contact Profiles
- Contact Profile Toolbar & Quick Info Fields
- Contact Profile: Main Tab
- Contact Profile: Additional Info Tab
- User Code Fields
- Set a Default Discount & Other Contact Profile Settings
- Contact Profile: Notes Tab
Customer & Address List
- Default Customer List Views
- Customer, Address, & Unit List Toolbars
- View Customers Based on Last Invoice Date
- Save Custom Contact Groups to the List Builder
- Export Customers to InTouch® or Other Apps
- Export to CSV or other File Formats
List Builder
Contact Log
Organize, Filter & Search Contacts
- Contact List Filters & Column Sort
- Last Name Alphabetical Order
- Find or Search For a Contact
- Create Connections to Link Customers
- Find a Duplicate or Missing Profile
- Restore or Delete Contacts from the Recycle Bin
Importing Contacts from Other Sources
Unit Tracking
- Default Unit List Views
- Change Unit List Colors
- Import Current Production From InTouch
- Manually Enter Production
- Import Weekly Accomplishment Sheets (WAS)
- Consultant Recognition