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 SolutionsUsing 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!
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 SolutionsThis 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.
By: Melodies Business SolutionsRevolutionize 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.
