From the Prospects page you can find the prospects you need, group them, and act on many of them at once.
Searching prospects
Click the search icon at the start of the row above the table, then type. The search looks at the name, email address, job title, organization, phone number and LinkedIn URL.
Filtering prospects
Click Add filter.
Pick a property. They are grouped into Prospect, Organization, Activity, Ownership & source and Custom fields.
Choose a condition and, when it needs one, a value. For example, Email offers is known, is unknown and is verified, and Opened offers Yes, No, a number of times, a date, or in any of or in none of the campaigns you pick.
Each filter shows as a chip above the table.
AND / OR: the word between the chips sets how they combine. AND shows prospects matching every condition, OR prospects matching any of them. Switching it changes it for the whole group.
Add group: starts a second set of conditions. The word between the groups applies to all of them.
Saving filters
When filters are applied, click Save filter and give it a name. Your saved filters are listed under Saved filters in the Available prospects menu, next to the columns icon.
Two saved filters are there from the start:
My prospects: the prospects you own.
Never Contacted: prospects who were never contacted and are not in a campaign.
Apply: click a saved filter in that menu.
Update: change the conditions of an applied saved filter and click Save filter. It is overwritten right away.
Rename: hover the saved filter and click the pencil.
Delete: hover the saved filter and click the trash icon twice.
Note: Saved filters are personal. Your teammates do not see yours. Filters apply to available prospects: choosing Excluded prospects in the same menu clears them.
Tagging prospects
Tags are labels that group prospects, for example "Event leads" or "Priority accounts".
One prospect: click the + in the Tags column, or Add in the Tags section of the prospect panel.
Several prospects: select them, then choose Manage [number] prospects > Add tag.
New tag: type its name in the tag picker and choose Create "name".
To see the prospects with a tag, open Tags above the table and tick one or more tags. Ticking several shows prospects with any of them.
Note: A tag only changes when someone, or a campaign step, adds or removes it. A saved filter updates itself as prospects start or stop matching.
Acting on several prospects
Acting on several prospects at once is also called a bulk action.
Tick the box at the start of each row, or the box in the column header to select every prospect on the page.
Manage [number] prospects: edit their details, add a tag, export a CSV file, add them to or remove them from the exclusion list, or delete them. More about the exclusion list here.
Add to a campaign: create a new campaign with the selection, or add it to an existing campaign. Prospects on the exclusion list are left out.
Find missing data: look up the missing email addresses or phone numbers. More about finding missing data here.
Note: Export CSV and Delete only appear if your admin allows them. They do by default.
Editing several prospects
Choose Manage [number] prospects > Bulk edit.
Pick a field and its new value: the owner, the country, the state or region, the city, or one of your custom fields. Click Add another field to change several at once.
Click Update [number] prospects.
Every selected prospect takes the new values, replacing the ones it had. To empty a field, choose Clear value. The owner can't be cleared.
Adding prospects to a campaign
When some selected prospects are already in another campaign or were contacted before, Overloop asks which ones to enroll:
Enroll only the prospects never contacted (the default): skips prospects contacted before and prospects currently in another campaign.
Enroll all the prospects: prospects in another campaign leave it to join this one.
Exporting prospects
Export CSV exports the selected prospects. You receive an email with a link to your exports list, where you can download it.