Add a Group of Records to a Rollup

Rollups are a list 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
  • Bulk Email Campaigns

Add a Group of Records to a Rollup

  1. Perform a search for the records.
  2. Select results.
  3. Click the Rollup action icon.
  4. Click on the name of the rollup. The records are on the list.
  5. Click to view the list, add to another list, or click close the window.

Adding search results to rollup