Add a Record 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 spreadsheets
  • Records to be mass updated or deleted
  • Reporting needs
  • Email Campaigns

Add a Record to a Rollup

  1. Go to a Company, Name, or Position record
  2. Click the Add to Rollup action icon, or go to the Rollup icon then and select Add.
  3. 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
  4. 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.
    1. 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)