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

Create a Rollup List

1. Click the Rollup icon on the Main toolbar.
2. Click the Add action icon.
3. Enter a Description (up to 20 characters, this is the only Required field).
4. Select a Category (Optional). Category is helpful for and organizing lists.
5. Modify the User Created and Owner Name fields if necessary.
6. Switch Shared to No if other users should not have access to open the list.
7. Specify a Default Activity Type (this step is normally skipped unless using an Activity Type/Result activity setup).
8. Enter a Memo (provide a description of the contents or purpose of the list)
9. Click Save.