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 spreadsheets
- Records to be mass updated or deleted
- Reporting needs
- Email Campaigns
Add a Record to a Rollup
- Go to a Company, Name, or Position record
- Click the Add to Rollup action icon, or go to the Rollup icon then and select Add.
- Click in the corresponding Name, Company or Position column of the Rollup to which you wish to add the record.You will see a progress bar indicating the record has been added below the Rollup Name
- Click additional lists as desired. Once a record has been added to the list you can click the list a second time to open it.
- When adding a record to a rollup list you can easily see if it was added to the list or ignored (if it was already on the list)