Opportunity Workflow Actions
Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
Melodies Business Solutions is now Raichel.ai
We’re still the same team, offering the same great service — just with a fresh new name and an even bigger vision for the future. You’ll start seeing Raichel.ai across our website, emails, and platform.
Thanks for growing with us — we’re excited for what’s ahead! 💙
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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⬇️
Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
When managing your Opportunities, you will come to a point where they purchase your products or services, and you need to send an Invoice. Including the proper information in that invoice has to be easy. And this new feature makes it simple for you!
When 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.
Everyone 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!
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