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announcements to help you make the most of our tools and optimize your business processes.
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and take advantage of new functionalities as they’re released.
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Recent Posts? d sjime➡️
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
email and it will do the searching for you.
Need to see the most recent updates?
Click on HOME BUTTON and it will take you to the most recent posts.56
Recent Posts? d⬇️
By: Melodies Business SolutionsYour Documents and Contracts give clear guidelines to customers on how your services work, any terms & conditions you have, and what to expect. We’ve made a few improvements to them so you can get the most out of every document created. Let’s check what to expect!
By: Melodies Business SolutionsBesides allowing you to set expectations and limits for your customers, Documents and Contracts give a professional feel to how you collect information. However, to save you the nuisance of having to check individual documents to access the information we’ve added the option to directly link text and date custom values in Documents and Contracts.
By: Melodies Business SolutionsOpportunities and Contacts are intimately related. They depend on each other to work properly. If you’ve been keeping track of your opportunities, importing them to the CRM will ensure they are consistent and move contacts around through your pipelines without missing relevant information. This new update allows you to update and create contacts and opportunities directly from a CSV.
By: Melodies Business SolutionsMaximize your document completion rate and control the contract closing process with Activity Tracking of Documents. This feature allows you to keep track of the progress of a document, how many times it has been interacted with, and in which ways it has been interacted with.