Prospects are at the core of your outreach in Overloop. The Prospects hub gives you a clear overview of all contacts in your account and more flexibility in how you organize and use them.
Key ways to organize your prospects
Saved filters → Apply filters to your prospect list and save them for quick access later. Saved filters are dynamic, meaning the list will automatically update when new prospects match the criteria.
Sourcings → Every time you source from the Overloop database, a new sourcing is created. This gives you a clear view of where prospects came from and allows you to revisit them.
Lists → Create fixed lists to group prospects manually (e.g., “priority accounts” or “event leads”). Unlike filters, lists don’t update automatically.
Examples of What You Can Do
Saved Filters
Use a saved filter to find all prospects who had a Job Title of Mobile Developer, then re-enroll them into a follow-up sequence.
Sourcings
Source new prospects from the Overloop database in one go, and immediately review or enrich them before enrolling them into a campaign.
Lists
Build a list by importing prospects from an event.
Prospect Status and History
When you source or import a prospect, Overloop keeps all related data in their profile:
Prospect details (name, company, contact info)
Campaign enrollments
Email and LinkedIn activity
Website visits and engagement
Note: Even if a prospect is excluded via the Exclusion List, their data and history remain visible in your account.