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 SolutionsFollowing a contacts journey helps you better understand and connect with them, increasing their satisfaction and simplifying the troubleshooting process for your workflows whenever you encounter an error. Our new feature Highlight Contact Path in Workflows will make this easier to visualize and follow.
By: Melodies Business SolutionsWhen interacting with clients there will be times when two or more people are part of a singular sale or transaction. You can manage these relations by using Contact-to-Contact Association. This will link contacts together using custom labels that help you define and manage relationships between contacts simplifying communications.
By: Melodies Business SolutionsWe’re excited to announce Internal Comments and Mentions in Conversations! This tool allows for easy communication with your team inside the contact conversations by adding private, internal comments that help you and your team collaborate and manage conversations more effectively.
By: Melodies Business SolutionsKeeping track of your tasks and setting reminders for their completion helps you concentrate and ensure customer satisfaction. With Recurring Tasks, you can create tasks that need to be completed consistently for the CRM to send you reminders when those completion dates are approaching.
