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Recent Posts? d sjime➡️
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⬇️
Melodies Business SolutionsWhen you need to record internal information without notifying the contact, the best place to do so is 'Notes.' However, we saw opportunities to enhance how you find your notes and improve efficiency. So, we’re happy to introduce a few improvements that will take your collaboration and organization to the next level.
Melodies Business SolutionsEveryone processes information differently. Customizing how an opportunity’s details are displayed allows you to manage it more effectively and maximize results. With Unlabeled Cards and field management in the Opportunity View, you have full control—let’s explore how to use it!
Melodies Business SolutionsYour 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!
Melodies Business SolutionsOpportunities allow you to keep track of the customer journey of any contact. However, you may have multiple opportunities with the same contact. So, when sharing with your team it’s important to be accurate with the details. We’ve included the option to share direct links to specific opportunities using a new URL structure.
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