View the New User Essentials webinar replay and support articles on various topics to help you get started with Boulevard and learn about key features that contribute to your success!
Linked articles for topics discussed during the webinar:
And if you're new to using Boulevard, be sure to check out the Getting Started section. And of course, if you have any questions, just reach out!
- Entering Your Business Information in Preferences
- Add a Signature to Email Messages
- Customizing Your Invoices
- Connect Your ProPay or Stripe Account
- Sort or Filter Contacts and the profile slide-out
- Import A Customer Website/Direct Ship Order
- Create a New Invoice
- Send Direct Payment Link in an Email
- Import an Inventory Product Order from InTouch and Inventory Order Statuses
- Update On Hand from the Product List
- Get Help, View Support Messages, & Access Chat
- Export Customer Profile Information to Other Applications and Preferred Program Report
- Posting Payments and Handling Credit Card Payments
- Profile: Main tab
- Track Product Expiration Dates and the Expired Product Report
- Handle Demos, Donations, or Expired/Product Loss