Prospects are sourced by Overloop AI based on your campaign criteria, added manually from the Google Chrome extenstion. or imported through our import tool. A prospect's profile is where you find all the information associated with them – their overview, activity, notes, etc.
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 AI.
Configure a campaign to automatically source prospects from our 450M+ B2B Database
Import your existing lists in CSV format
Add prospects manually using our Google Chrome extension on LinkedIn. (More info here)
Edit prospects in bulk
Sometimes, you must update the same prospect's field for several prospects simultaneously. For instance, you might want to fill in the “country” field for all prospects from the “US Market” list. Overloop AI lets you do that with the “Bulk Edit”.
Here is how to do it:
Navigate to your Prospects page in your campaign.
Select the prospects you want to update.
Click on Manage prospects.
Click on Bulk edit.
From there, you can choose the fields you want to update and the value you want to enter.
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 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:
Navigate to the prospect's profile
Click the Attachments button.
Drag and drop a file or click select from your computer.
Delete prospects
In Overloop AI 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:
Open a prospect.
Click on the Actions button.
Click on the Delete option in the menu.
Delete multiple prospects in bulk
You can choose to delete multiple prospects in a single operation:
Navigate to the Prospects page in your campaign.
Filter and select the prospects you want to delete.
Click on Manage prospects and then click Delete
