Accessing a Rollup List

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

  1. Click the Rollup icon on the Main toolbar.
  2. 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.
  3. 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).Rollup list men