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