We added this awesome new feature and designed it to be as simple as possible. Have you ever had one of those great weeks/months where you’ve held so many parties you can’t even keep all the new customers straight? Now there’s a solution! Take a picture of your new clients after you’ve given them a makeover and when you enter their information into Boulevard (or we do it for you with our Virtual Assistant service), you can add the picture to their profile too! Plus, with such a personal business, it’s nice to have a face in front of you even when making phone calls. Seeing your customer’s smiling face may trigger memories from previous encounters that help you to best service her and suggest the products that meet her needs.
Here are a few tips to help you select the right pictures:
- The maximum allowable size for each picture is 600kB. To check the size of a picture, browse to its location on your computer then right-click and select Properties.
- If the picture you want to use is too large, you can use image-editing software on your computer (E.g. Microsoft Picture Manager) to compress or reduce the size of the image.
- If you intend to use the original picture for anything else (E.g. printing), we suggest making a copy of the picture before cropping or compressing.
Once you have cropped and compressed the picture to Boulevard’s specifications and the image view you would like, you’re ready to upload to Boulevard.
- Open the Customer, Recruit, or Address profile.
- Click the Main tab.
- In the top right section, click the image box.
- In the dialog box that appears, navigate to the location on your computer containing the image file you want to add.
- Click the image and click the Open button or double-click the image file.
- In the Customer Profile, click OK to save.
Boulevard will scale the image to the allowable area in the profile for you.
There are so many reasons why this addition to Boulevard is so great! We know you’re as excited as we are. Let us know how this has helped your business and if you’ve taken some of our suggestions and tips. Your feedback helps us to make sure we continue to provide the tools that work best for your business. You never know – your idea may appear in a future Product Update Service newsletter!
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Click here to watch a movie tutorial about the List Builder feature
There are many uses for the Boulevard software Address List, from sister consultants, personal and family friends, business contacts, and leads. However, lead management is perhaps the most important facet as this is how you keep growing your Mary Kay business.
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.
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 add or delete columns from each list. For instance, a lot of business is handled electronically now. You can insert Email Address into the Customer List. You might even want to add the Preferred Contact and remove the extra phone numbers. Adding or removing a column allows you to sort by those criteria. Try it yourself. Each list offers different column options to customize your lists. Adding a column to your list is simple. Just right-click on the column header and select Insert Column. Select from one of the many choices. 
For more information on this topic or directions from Help, press the F1 key once you have the Column Definition dialog open. At any time, you can reset the list(s) back to their default by right clicking on the header and choosing Reset Columns. Adding a column temporarily can be useful when sorting for one particular piece of information. In this case it is easy to reset it back to default so the information in the list remains as useful as possible.
You can also use Boulevard’s Find feature by clicking on the magnifying glass icon located on the right side of your toolbar.
