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