As many of you have already seen, we’ve updated the user interface with the launch of TopBuilder 2.0. One of the largest changes we made was increasing the amount of information you could see on your screen at one time.
We accomplished this task by building a collapsible menu system. This collapsible menu system includes settings and filter options for the page you’re viewing.
Not only did this change increase the amount of information you can see, but it also increased the number of filter options available. These changes give you even more flexibility and control over your information.
Below we’ll walk-through how to access the new collapsible menu system and how you can edit the filter options inside.
1. Accessing the Collapsible Menu
You can access these new collapsible menu systems by clicking on the hamburger menu in the upper left-hand corner of your screen.
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Example One:
On the main Dashboard, if you click the hamburger button in the left-hand corner, you’ll see the widget options available for your dashboard. By clicking on the options available, you can customize the information you see when you sign-in to TopBuilder.
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Example Two:
If you are on the Manage Leads screen, by clicking the hamburger button in the upper left-hand corner, you’ll see Filter Leads options available for this page.
This gives you the option to change or adjust multiple variables for your lead information. Additionally, this menu includes keyword search options for this screen. This gives you even more functionality for finding the information you need when you need it.–
2. Editing Filter Options
Each page has its own filter options available. For each page, please go through the Accessing the Collapsible Menu option above.
Once the menu has been opened, you’ll be able to select options by clicking checkboxes, selecting drop-down menus, and/or typing in text boxes. Regardless of the filtering option you select, they can only be applied to the page once you click the Refresh button or press Enter/Return on your computer’s keyboard.
The Refresh button can be found by looking in the upper right-hand corner of the filter panel. Once you’ve clicked Refresh, the filter menu will slide away and the page will load your new filter options.
Looking for additional training & support?
If you’re looking for additional support, please click on the Help Center tab located in the dark blue navigation menu at the top of the page.
Once clicked, you’ll be directed to the Help Center. Once you are in the Help Center, please click on the menu option How to Get Support in the dark blue menu at the top of the page.
From this page, you’ll find a variety of options to help you get the support you need.
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Thanks for reading!
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