Add a Group of Records to a Rollup

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

  1. Perform a search for the records you wish to add to a rollup.
  2. Select the results using the select checkboxes in the far left column.
  3. Click the Rollup Names action icon in the dropdown on the right.
  4. Click on the list you wish to add the records to. A progress bar will display below the company name showing when the records have been added. You can also see how many records have been added versus ignored (already on the list) via the corresponding columns. Once the records have been added, clicking the list a second time will take you to the actual Rollup list.
  5. Add to any other Rollups as desired.