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Adding Multiple Prospects to a Conversation
Adding Multiple Prospects to a Conversation

Learn how to add multiples prospects to a conversation

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

You can add multiple prospects to your conversations in Overloop.

Add prospects to a conversation

  1. Go to the Conversations page and open the needed conversation.

  2. On the right side of the page, click on the prospect's avatar.

  3. On the dropdown menu, click on the "+" sign to add prospects.

  4. On the search bar, type the prospect you want to add to the conversation.

    Done! The prospect is now part of the conversation.

Note: prospects can only access the message you send to them directly. The conversation timeline with all exchanged messages is only available to you and your team.

In a multiple prospects conversation, you can't send emails to all prospects at once. On the TO bar, you can select the prospect who will receive the email.

Remove prospect from conversations

  1. Open the needed conversation.

  2. On the right side of the page, click on the prospect's avatar.

  3. Find the avatar of the prospect you want to delete.

  4. Hover your mouse over the avatar and click on the β€œx” button to remove the prospect from the conversation.
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