Lists
Using Lists (Rollups) to group, sort, and arrange records.
- Configuring Rollup Lists
- Accessing a Rollup List
- Create a Rollup List
- Rollup Automations
- Configuring Rollup Lists
- Add a Group of Records to a Rollup
- Add a Record to a Rollup
- Configuring Rollup Stages
- Filter by Rollup Stage
- Ranking in Rollup Lists
- Rollup Quick Comments
- Scheduled Items on Rollup Lists
- Radius Sort
- Exporting Rollups
- Profile Response Export
- Delete a Rollup
- Associate a Rollup to a Position
- Call Plans