SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

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.

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Recent Posts? d sjime➡️

SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

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⬇️

Opportunity Card Customization

Opportunity Card Customization

Opportunity Card CustomizationBy: Melodies Business Solutions
Published on: 30/10/2024

Using Opportunity Card Customization, you can keep priority information easily accessible, icons understandable, and your data display personalized! This new feature gives you control over your interactions with the Opportunities Tab, helping you make the most of this tool!

system update
Import Contacts & Opportunities Simultaneously

Import Contacts & Opportunities Simultaneously

Import Contacts & Opportunities SimultaneouslyBy: Melodies Business Solutions
Published on: 30/10/2024

Opportunities 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.

system update
Attribution and UTM Parameter Filters for Opportunity Widgets

Attribution and UTM Parameter Filters for Opportunity Widgets

Attribution and UTM Parameter Filters for Opportunity WidgetsBy: Melodies Business Solutions
Published on: 20/08/2024

This feature allows you to gain a deeper understanding of your contacts and opportunities based on their source and activities. The data gained can be filtered by properties such as Activity, Session Source, and Medium, creating interactive donut and line graphs.

system update
Custom Lost Reasons for Opportunities

Custom Lost Reasons for Opportunities

Custom Lost Reasons for OpportunitiesBy: Melodies Business Solutions
Published on: 15/01/2024

Revolutionize your sales strategy with our CRM's latest addition – custom lost reasons for opportunities. Now, gain invaluable insights into why deals are lost, streamline decision-making with personalized categorizations, and visualize trends on your dashboard for enhanced sales performance analysis.

system update