Topline OS Updates: Conversations Page, Contacts Detail Page, Workflow, and Dashboard Updates

Описание: Transform your workflow with the latest Topline OS updates! In this January 29, 2026, webinar, join training lead Aaron DeBenedetto for a comprehensive walkthrough of major enhancements to the Conversations, Contacts, Workflows, and Dashboard pages designed to streamline your business operations.

Learn how to leverage the completely overhauled, Gmail-style Conversations inbox for faster team collaboration. Discover the streamlined 3-column contact view that puts all your customer data at your fingertips. Dive into the powerful new advanced workflow builder with a visual, lateral layout. And, master the art of creating custom dashboards to visualize the metrics that matter most to your business.

This session is packed with live demos and pro tips to help you become a Topline OS power user, save countless hours, and focus on generating more revenue.

In this webinar, you will learn how to:

•Master Your Inbox: Navigate the new Conversations page, use internal team chat, and manage all communications from one place.
•Streamline Contact Management: Understand the new 3-column contact detail page and use features like followers, tags, and DND settings effectively.
•Build Smarter Automations: Explore the advanced visual workflow builder and use the AI assistant to create complex nurture sequences.
•Visualize Your Success: Customize your dashboard with widgets for opportunities, contact counts, Google Analytics, and even embedded Google Sheets.
•Get Help Instantly: Learn how to use the Topline Support widget and AI to answer questions and get help building workflows.

Timestamped Chapters:
•00:00 - Introduction & Community Announcements
•04:00 - Conversations Page Updates (New Gmail-Style Inbox)
•11:00 - Contact Detail Page Updates (Streamlined 3-Column View)
•15:30 - Workflow Updates (New Advanced Visual Builder)
•21:30 - DEEP DIVE: Customizing Your Dashboard
•34:00 - How to Use the Topline Support Widget & AI Assistant
•38:00 - Join the Community & Free Training Course

Ready to become a Topline OS power user? Join our free community https://community.topline.com/communi... and enroll in the Level 1 Training course today! https://topline.memberships.msgsndr.c...

Learn more about Topline at https://topline.com