Rollups are lists of Company, Name or Position records. These records are grouped together for a variety of reasons including but not limited to:
- Call Planning
- Imported from same file
- Records to be mass updated or deleted
- Reporting needs
- Email Campaigns
Add a Group of Records to a Rollup
- Perform a search for the records you wish to add to a rollup.
- Select the results using the select checkboxes in the far left column.
- Click the Rollup Names action icon in the dropdown on the right.
- Click in the Name, Company or Position column for the Rollup you wish to add these items to. A progress bar will display below the company name showing when the records have been added.
- Add to any other Rollups as desired.