Your Team or Unit in Boulevard Software
Directors and Nationals! Spend less time on paperwork and more time with your team. Boulevard includes all Director-specific features as part of the regular program. That means that as soon as you have a team or unit to manage, the tools you need are already there for you.
If your team members use Boulevard (and even if they don't), you can import their information effortlessly into Boulevard. Track your team in the Unit List, with color coding to show activity level. Store all recruit information, and effortlessly convert a customer to a recruit while retaining all of their information. Import or enter unit production and weekly sales information, and generate information for newsletters at a click of a button.
View printer friendly listUnit List
The Unit List shows all of your recruits and displays important information about them. Add recruits to Boulevard manually or import them from your Mary Kay website and they get added to the Unit List. Customize the Unit List to see what you want to see.
Unit List features:
- Customize color coding corresponding to activity and international status
- Filter the list to display a sub-set of recruits
- Change the sort order
- Toggle displayed columns between hide/show
- Add or remove columns to show/hide other recruit information
- Jump to a recruit quickly by typing their name anywhere on the list
- Select multiple recruits to print, add call notes, copy to the Windows Clipboard
Recruit Profile
Keep all details about each recruit in one place. The Recruit Profile holds all the information you enter, and pulls information from other areas of the program. Need to know how much one of your team members ordered last month? No problem. Boulevard will tell you.
Recruit Profile features:
- Add, edit, or delete profile information at any time
- Import recruits from your Mary Kay website
- View several Recruit Profiles at one time
- Convert customers and contacts to recruits and retain all information
- Indicate the recruit's preferred language
- Store all important information and dates: email address, birthday, MK anniversary, occupation, even spouse phone numbers, email, and birthday
- Store recruit information including, Consultant number, unit number, recruiter number, Mary Kay anniversary, Career Path Achievement, Adoptee information
- Indicate what time of day each recruit prefers to be contacted
- Store and view all order history; view visually as colorful charts
- View each recruit's team members and prospective team members
- Add action items right in the Recruit Profile that show up in the Tickler
- Keep general notes about the recruit and track call notes
- Create pop-up reminder notes that appear when you open a particular Recruit Profile
- Get one-button MapQuest® directions to the recruit's address
- Add user codes that let you pick specific recruits when creating reports
- Set custom follow-up dates that appear in the Tickler
- Create a checklist of tasks for your entire unit and mark items individually for each recruit
Unit production, unit sales, and team recognition
The most time-consuming part of your job as Director could very well be gathering and consolidating the information you need from your team. Let Boulevard automate this process for you with the powerful unit production and sales features, as well as data queries for your newsletters.
Unit production/sales and recognition features:
- Enter unit production for your team by importing it from your website or the DOM, or entering it manually
- Track and view the production of any team or unit including offspring for a specified time frame
- Add wholesale and retail projections by month for the entire team or for individual recruits
- Monitor any Consultant on target for Star Consultant, car production, or directorship
- List DIQ production separately to monitor status
- Track and compare actual versus projected production for car qualification or unit club goals
- Gather WAS information by importing it from your website, importing from other Boulevard (or ExpressWay™) users via email, or entering it manually
- Filter the entered WAS information for organizing sales recognition
- Copy information to screen, clipboard, or email for professional newsletters
- Customize over 12 unit/recruit-specific reports
In our Boulevard Extras DVDs LuAnn Darling, who has run a successful Mary Kay business since 1983, shares her favorite MK
business techniques and shows you how to implement them in Boulevard.
