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Invite your entire sales team to start collaborating in Overloop.
Overloop is a perfect platform for sales team collaboration offering a range of great features to enhance this process.
In this video you will learn how to add and manage the users within your account.
So let’s get started! Go to the settings page and click on the team members button. In the top right corner of the screen click on the invite user button.
This action will open a pop-up window where you can enter the user details; like their name, email, and select their role on Overloop.
After filling in the details, click Send invitation.
Once the invitation is sent it will be pending and you can find it under the pending tab if needed you can revoke or resend the invitation by clicking on the action button and selecting the appropriate option.
If you need to edit a user role or disable their account go to the user list click on the action button next to the user’s name and choose the edit option. After making the necessary change click save and you are all set!