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About Attachments

Written by Vincenzo Ruggiero

Overloop lets you attach files to your prospects' profiles, organizations, and deals, as well as add attachments to the emails you send out.

File requirements

Supported file formats: pdf, zip, csv, txt, doc, audio, video, spreadsheets (numbers, xls, xlsx), images (png, jpg, gif).

Maximum size: 10MB.

How to attach a file to a prospect, organization, or a deal

  1. Navigate to the prospect's, organization's, or deal's page.

  2. Click the Attachments button.

  3. Drag and drop a file or click select from your computer.

How to attach a file to an email

  1. Open the email editor (in the campaign email step or in a new conversation if you're sending a one-off email).

  2. Click the Attachments button.

  3. Drag and drop a file or click select from your computer.

How to track attachments downloads

We track when a prospect downloads the attachment from the email that you sent. You can see it on the prospect's timeline.

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