Add a Record to a Rollup

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 spreadsheets
  • Records to be mass updated or deleted
  • Reporting needs
  • Bulk Email Campaigns

Add a Record to a Rollup

  1. Go to the 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 on the name of the rollup. The record is added to the list.
  4. View the list, add to another list, or click Close.add_single_record_to_rollup