Contacts can be found through our extension, added manually, or imported through our import tool. A contact's profile is where you find all the information associated with them – their overview, activity, notes, tasks, deals, emails, and sequences.
Ways to create a contact
There are multiple ways to grow your contact list in Overloop.
Create a contact manually
Click on the + button > New contact.
Enter the contact's details. We recommend you be as thorough as possible since all that data can be useful in setting up campaigns.
If you don't have an email address, the first and last names are mandatory.
Edit contacts in bulk
Sometimes, you need to update the same contact's field for several contacts at once. For instance, you might want to fill in the “country” field for all contacts from the “US Market” list. Overloop lets you do that with the “Bulk Edit”.
Here is how to do it:
Navigate to your Contacts page
Select the contacts you want to update
Click on "Manage contacts"
Click on "Bulk edit"
From there, you will be able to choose the fields you want to update and the value you want to put in.
You can either update a field with a value of your choice (“Replace the current value with...”), or clear the field (“Clear current value”). You can also leave a field as it is (“Keep current value”).
Attach a file to a contact
You can attach a file to a contact
Navigate to the contact's profile
Click the Attachments button.
Drag and drop a file or click select from your computer.
In Overloop you can delete contacts one by one or by using bulk actions.
Delete one contact
You can delete a contact from the contact's panel:
Open a contact.
Click on the Actions button.
Click on the Delete option in the menu.
Delete multiple contacts in bulk
You can choose to delete multiple contacts in a single operation:
Navigate to the Contacts page.
Filter and select the contacts you want to delete.
Click on Manage contacts and then click Delete