SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

Stay informed with the latest updates and functionalities as they're released.

This site covers new features, software improvements, bug fixes, and important

announcements to help you make the most of our platform and optimize your business processes.

We’re dedicated to keeping you up-to-date and elevating your learning experience.

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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⬇️

Estimates Available in Contact Details

Estimates Available in Contact Details

Estimates Available in Contact DetailsMelodies Business Solutions
Published on: 30/01/2025

Estimates are a great tool to captivate clients’ attention while informing them of the price of your services. However, since they are specific to the client’s needs and specifications you must ensure that all information is correct and this feature improvement will help you guarantee that!

system update
Invoices & Estimates Available in Opportunities

Invoices & Estimates Available in Opportunities

Invoices & Estimates Available in OpportunitiesMelodies Business Solutions
Published on: 30/01/2025

Your Opportunities section helps you visualize the customer journey, with payments playing a key role. Whether it’s invoices, estimates, or transactions, having quick access to this information from the opportunity card ensures your data stays updated and easily verifiable. This feature makes that process seamless—let’s explore how it works!

system update
Auto-Invoicing Post Acceptance

Auto-Invoicing Post Acceptance

Auto-Invoicing Post AcceptanceMelodies Business Solutions
Published on: 22/01/2025

Estimates are the first step toward turning interest into a completed purchase, and sending an invoice quickly can be the difference between making a sale and being ignored. This new feature ensures greater efficiency—let’s take a closer look!

system update
Custom Values and Partial Quantity Support in Estimates

Custom Values and Partial Quantity Support in Estimates

Custom Values and Partial Quantity Support in EstimatesMelodies Business Solutions
Published on: 10/01/2025

Custom Values and Partial Quantities allow for additional personalization and specificity in your Estimates. Since every customer is a little different we know your projects will be too. This new feature aims to address that need and ensure your Estimates are accurate and flexible.

system update