Stay informed with the latest updates and enhancements to our platform.
This site covers new features, software improvements, bug fixes, and important
announcements to help you make the most of our tools and optimize your business processes.
Keep up with everything you need to know to ensure a seamless experience
and take advantage of new functionalities as they’re released.
We’re dedicated to keeping you up-to-date and elevating your learning experience.
Be sure to bookmark this page - https://get.melodiesbusinesssolutions.com/crmsolutions
and visit often to see how we're continuously working to support your success.
Stay informed with the latest updates
and enhancements to our platform.
This site covers new features, software
improvements, bug fixes, and important
announcements to help you make the most
of our tools and optimize your business processes.
Keep up with everything you need to know
to ensure a seamless experience and take
advantage of new functionalities as they’re released.
We’re dedicated to keeping you up-to-date
and elevating your learning experience.
Be sure to bookmark this page - https://get.melodiesbusinesssolutions.com/crmsolutions
and visit often to see how we're continuously
working to support your success.
Looking for a particular topic? Let our library find it for you.
Just type in a word, such as website or emails and it will do the searching for you.
Click on the HOME button and it will take you to the most recent updates.
Looking for a particular topic?
Let our library find it for you.
Just type in a word,
such as website or emails
and it will do the searching for you.
Click on the HOME button and it will take you to the most recent updates.
By: Melodies Business SolutionsWhen you run an online course platform, you can use this feature to track how many leads are coming from specific ad campaigns on Facebook. By creating widgets that filter contacts by UTM source and medium, you can see which campaigns are driving the most traffic and adjust your marketing strategy accordingly.
By: Melodies Business SolutionsWhen a business accidentally deletes several client contacts, you can now easily restore all relevant information in one go, maintaining seamless operations.
By: Melodies Business SolutionsWhen your business imports a list of new contacts, you will now be reminded of compliance requirements, ensuring you handle contact data responsibly, maintaining trust with their clientele while staying legally compliant, and keeping a quality list that will not hurt your email deliverability.
By: Melodies Business SolutionsA small business owner can use the Contact and Opportunity Owner Decoupling feature to assign different team members as owners for contacts and opportunities. For instance, while a salesperson may own the contact, a different team member responsible for account management can own the opportunity, streamlining workflow and improving collaboration.
