Organizations are entities, like companies, educational or non-profit organizations, etc. An organization panel contains all the information associated with it: its details, prospects list, activity history, workflows, tasks, etc.
Organizations can contain multiple prospects or no prospects at all.
You can create tasks for organizations, add internal notes, launch workflows for all prospects in a selected organization, and much more.
Create an organization
There are a few ways you can create an organization in Overloop:
Create an organization manually.
Create organizations using our API.
Create an organization manually
Click on the + button > New Organization and manually enter the information. We recommend you be as thorough as possible since all that data can be useful in setting up workflows.
Add prospects to an organization
Organizations can be seen as companies or entities, which you can use to organize your prospects. In Overloop you can create an unlimited number of organizations.
You have 3 ways to add prospects to an organization:
Add prospects individually
Open the needed prospect's page and click on the Add Organization button.
Select the needed organization from the list or create a new one.
Note: A prospect can only be in one organization.
Add prospects in bulk
Navigate to the Prospects page and select the needed prospects.
Click Manage prospects > Bulk Edit
Scroll to the Organization section, select the "replace the current value with" and choose the existing organization or create a new one.
Add prospects from the organization panel
Navigate to the Organization page and select the needed organization.
Click on Add Prospect.
Select the needed prospect.
Remove prospects from an organization
Organizations can be seen as companies or entities, which you can use to organize your prospects. In Overloop, you can add and remove prospects from an organization as many times as you want and whenever you want.
You have 2 ways to remove prospects from an organization.
Remove prospects individually
Remove prospects in bulk
Remove prospects individually
Open the needed prospect.
Click on Remove from organization
Remove multiple prospects from an organization
Merge organizations
Overloop allows you to merge multiple organizations into one to avoid duplicates. In such a case, the data is combined in one organization, and the extra organizations are deleted.
How to merge organizations?
On the Organizations page, select the needed organizations.
Click Manage organizations > Merge organizations.
Select the primary organization and click Merge.
What happens to the data?
Information fields
When merging organizations, all the data from all the information fields is combined.
In case of conflicts (different data in the same information field), the primary organization's data is in priority.
Prospects
After merging, prospects from all the organizations that you merge will be grouped into one organization.
Notes
Notes of the primary organization remain intact. Notes of the other organizations are added to the primary one.
Tasks
The tasks of the primary organization remain intact. The tasks of the other organizations are re-assigned to the primary one.
Attach a file to an organization
You can also attach a file to an organization.
Navigate to the organization's page.
Click the Attachments button.
Drag and drop a file or click select from your computer.
