Prospects can be found through our extension, added manually, or imported through our import tool. A prospect'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 prospect
There are multiple ways to grow your prospect list in Overloop.
Create a prospect manually
Click on the + button > New prospect.
Enter the prospect'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 prospects in bulk
Sometimes, you need to update the same prospect's field for several prospects at once. For instance, you might want to fill in the “country” field for all prospects from the “US Market” list. Overloop lets you do that with the “Bulk Edit”.
Here is how to do it:
Navigate to your Prospects page.
Select the prospects you want to update.
Click on Manage prospects.
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 prospect
Here's how you can attach a file to a prospect:
Navigate to the prospect's profile
Click the Attachments button.
Drag and drop a file or click select from your computer.
In Overloop you can delete prospects one by one or by using bulk actions.
Delete one prospect
You can delete a prospect from the prospect's panel:
Open a prospect.
Click on the Actions button.
Click on the Delete option in the menu.
Delete multiple prospects in bulk
You can choose to delete multiple prospects in a single operation:
Navigate to the Prospects page.
Filter and select the prospects you want to delete.
Click on Manage prospects and then click Delete