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
Access a Rollup List
- Click the Rollup icon on the Main toolbar.
- By default the Last Twenty rollups view defaults. You can click on a Rollup name to enter the list. If you do not see the desired rollup list, click the Rollup icon below Last Twenty to see all rollup lists.
- Click the Company, Name, or Position icon to toggle the Rollup View (icon to click depends on the type of records added to the list).