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 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.
By: Melodies Business SolutionsRunning a business is no simple task, there are fires to put out and tasks to complete. The best way to keep on schedule is with Daily Summary Reminders. This feature sends you a daily notification about overdue and pending tasks for you to complete in a timely manner.
By: Melodies Business SolutionsA small business owner using the CRM to manage client communications can now seamlessly add tasks and notes while engaging in conversations, ensuring all important details are documented and action items are tracked efficiently.
By: Melodies Business SolutionsExperience heightened efficiency in your project management with our latest CRM enhancement – introducing CRM Tasks! Now, seamlessly create and assign tasks to your team members without the need for specific contacts, providing a flexible and streamlined internal task management solution within our CRM system.
