Webinar Replay: New User Essentials
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!
Additional Information:
- Entering Your Business Information in Preferences
- Add a Signature to Email Messages
- Customizing Your Invoices
- Link Your ProPay 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 Contacts to myCustomers or Other Apps 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