The prospect panel shows a prospect's details, description, tags, campaigns, conversations and activity. It opens on the right when you click a prospect:
Prospects page: click a row.
Campaign, Audience tab: click a row.
Campaign, Messages tab: click the prospect's name, in the list or above the message.
Campaign, Sequence tab: click the prospect counts on a step, then a name in the list.
Organization panel: click one of its prospects.
Top of the panel
Organization: click its name, under the prospect's name, to open the organization panel. It can't be edited yet.
Excluded or Opted-out: a red label at the right of the name when the prospect is on the exclusion list.
The three-dot menu at the top right
Add to a campaign: hover it to list your campaigns, then click one. If the prospect is already in a campaign or was contacted before, Overloop asks you to confirm first.
Add to exclusion list: puts the prospect on the exclusion list. It reads Remove from exclusion list when they are already excluded. More about the exclusion list here.
Delete: deletes the prospect. This cannot be undone.
Details
Details lists Email, Phone, Industry, Country, Owner and LinkedIn, then every custom field that has a value.
When the email address or phone number is missing, click Find email or Find phone to look it up. More about finding email addresses and phone numbers here.
Edit the details
Click Edit at the top right of Details.
Change the fields you need.
Click Save.
Editable: email, phone, industry, country, owner, LinkedIn URL, custom fields and description.
Not editable in the panel: the name, job title and organization.
Custom fields
Custom fields are edited together with the other details, with Edit.
Add a field: click Add custom field and pick a field.
Remove a field: click the cross next to it, then Save.
Create a new field: admins can click Create a field at the top of the list. It opens Settings > Custom Fields, where fields are created for the whole account.
Description
The description is the About text from the prospect's LinkedIn profile, when Overloop has it. Change it with Edit in Details.
Tags
Remove a tag: click the cross on it.
Add a tag: click Add, then pick a tag from the list. To create a tag, type a name that does not exist yet and choose Create "name".
Campaigns
Every campaign the prospect is currently in appears as a card with its name and progress, for example Step 6 of 7, or not started yet.
Disenroll: click the three dots on the card and choose Disenroll from campaign. It applies right away, with no confirmation, and stops the prospect's remaining steps in that campaign.
Conversation
This section lists the most recent conversations with the prospect. Click one to open it in the Inbox. Archived conversations, and private ones of other members, are not listed.
Activity
The activity feed shows the prospect's most recent events, newest first:
Prospect: created, and notes added.
Email: sent (with its subject), opened, link clicked, replied, bounced and soft bounced.
LinkedIn: message sent, reply received, invitation sent and profile visited.
Campaigns: added to and removed from a campaign.
Exclusion list: added to and removed from the exclusion list.
Notes
Click Add a note at the top of the feed to write a note about the prospect.
