Boulevard software has three separate and distinct lists. Each list serves a specific purpose and is designed for a specific type of contact. Boulevard also allows you to move people from list to list based upon their current status.
The Customer List is for anyone who purchases from you.
The Unit List is for personal recruits and anyone on your team. If you are a Director, this can include Adoptees and offspring units.
The Address List is a catchall for everyone else from warm chatter leads to businesses you frequent to other Mary Kay people who are not part of your team or unit. A common scenario is when you meet someone, she becomes a warm chatter lead and is added to your Address List. You may talk with her several times and will input call notes each time. When she books her class or purchases product, she is moved to the Customer List. Her notes are retained. Perhaps she is a happy customer for several years then you recruit her. She is then moved to the Unit List. All of her previous purchases are retained as are call notes and account balance information.
Moving people from list to list when their status changes is the best way to keep your Boulevard software from becoming cluttered with duplicate contacts and erroneous information.
For more information on this topic, you can view the following Help topics: Convert a contact to a customer, Convert a contact to a recruit, Convert a customer to a contact. Use the key word convert.
You can also review the example, Handling warm chatter leads, in Boulevard Extras Volume 2.
