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 SolutionsReduce your workload and modify several contacts as a unit with Bulk Edit in Opportunities. This feature allows you to select multiple contacts and apply changes to them, keeping the experience fast and simple.
By: Melodies Business SolutionsA business wants to understand why certain sales opportunities are not closing. Using the Opportunity Widgets Lost Reason Filter, they create a pie chart and table to categorize and review the reasons for lost deals, enabling them to address common issues and improve their sales process.
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.
