Anyone whose name appears in your Boulevard software (in either the Customer, Unit, or Address lists) can be added to a Name List in the List Builder. Creating Name Lists simplifies mailing labels, call notes and group email. LuAnn also uses this list to enter the same call note for all recipients of this postcard.
Click here to watch a movie tutorial about the List Builder feature. You can also view it within your Boulevard software’s comprehensive Help program. Choose Working with the List Builder (Name List) from the list of Movie Tutorials in Boulevard Help.
{ 4 comments }
Our office is available Monday through Friday from 9am-5pm Pacific Time. You can call or email and we’ll respond as quickly as possible. Additional help is offered, too. For instance, your program comes with a comprehensive Help menu. This and our user’s guide are written by a professional technical writer to ensure quality and accuracy.
Finally, LuAnn provides a presence for you, the user. She ensures you have a visual reference in her 
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.
Main Street Software, Inc. is always looking for the next possible way we can help our customers manage their Mary Kay businesses. Two years ago, we launched a new series of DVDs, Boulevard Extras. The purpose of Extras was to take your business combined with tools in Boulevard software and give you that extra edge. In Volume 1, LuAnn Darling, President of Main Street Software, shares three specific ideas to increase your sales. In Volume 2, she focuses the training on customer follow-up. Now you can buy both of these awesome DVDs together for a savings of 20%! Make the most out of your Mary Kay business and Boulevard software in one great package with these DVDs.
Boulevard software’s Tickler is set up to help you remember all the details that make you successful in your Mary Kay business. Reorder follow-ups are an integral part of customer tracking. In Preferences, Boulevard is set to create a follow-up for each customer after an invoice is created. This can be customized as needed for individual customers on the Sales tab of their profile.
When a reorder call appears in the Tickler, it’s time to give the customer a call. If she purchases, invoice her and the reorder call will be reset. If she does not or you do not reach her, change the Next Contact date.
Another way of tracking your customer records and still updating the Tickler is to use the Calls tab. By entering each new call made, you keep track of the personal details that make our business unique. To add a new call note, click on the Calls tab then select New. From each call note, you can reset the next contact date, if needed.
