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About Prospect
Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

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.

Each prospect may be in one Organization. Also, prospects can be in multiple lists at the same time. Read more about the lists.

Ways to create a prospect

There are multiple ways to grow your prospect list in Overloop.

  1. Use our Google Chrome extension on LinkedIn or on any company website. More info here.

  2. Import your existing lists in CSV format to Overloop

  3. Create prospects manually one by one

  4. Create prospects using our API

Create a prospect manually

  1. Click on the + button > New prospect.

  2. 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:

  1. Navigate to your Prospects page.

  2. Select the prospects you want to update.

  3. Click on Manage prospects.

  4. 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:

  1. Navigate to the prospect's profile

  2. Click the Attachments button.

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

Delete prospects

In Overloop you can delete prospects one by one or by using bulk actions.

A deleted prospect cannot be restored. All associated data (emails, replies, etc.) will be permanently removed from your account.

Delete one prospect

You can delete a prospect from the prospect's panel:

  1. Open a prospect.

  2. Click on the Actions button.

  3. Click on the Delete option in the menu.

Delete multiple prospects in bulk

You can choose to delete multiple prospects in a single operation:

  1. Navigate to the Prospects page.

  2. Filter and select the prospects you want to delete.

  3. Click on Manage prospects and then click Delete

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