Profiles
Each contact in Boulevard has a profile that allows you to record everything from their contact information, birthdays, anniversaries, product preferences, when you've contacted them, their purchases and so much more. Keeping track of these personal details make them life-long customers!
- Tracking Skincare Profile Information
- Invoice Wish List Items from the Profile
- Contact Log Tab
- Find a Missing or Duplicate Profile
- Create a New Customer Profile
- Add a Default Discount & Other Profile Settings
- Add Additional Information to the Profile
- Mark Contact Inactive and Additional Settings
- Add an Item to a Customer's Wish List
- Add or Remove Credit Card Information
- Alert or Critical Reminders from the Profile
- Move Contacts to Another List or Set Inactive/Active Status
- User Code Fields
- Account & Invoice Tab