Overview
Adding a single lead in Oversee is useful when you come across a potential buyer outside of Oversee's search features or need to manually input a contact. This guide walks you through how to add a lead, ensuring they are properly categorized for future outreach.
Steps to Add a Single Lead
1. Navigate to the Leads Section
Log in to your Oversee account.
Click on Leads from the left-hand menu.
Select Add Lead to begin the process.
2. Enter Lead Information
Fill in the following required details:
First Name & Last Name: Ensure correct spelling for personalized outreach.
Email Address: Required to send campaigns.
Business Name: Helps with organization and tracking.
Job Title (Optional): Useful for targeting the right decision-makers.
Phone Number (Optional): If applicable.
3. Assign the Lead to a Campaign (Optional)
If you already have an email campaign running, you can directly add the lead to an existing campaign by selecting the campaign from the dropdown menu.
If you want to send outreach later, you can skip this step and assign the lead at a later time.
4. Save the Lead
Click Save or Add Lead to store the information in Oversee.
Your new lead will now be accessible in the Leads section and can be included in email outreach campaigns.
Best Practices
Use Clear Naming Conventions: Ensure consistency in business names and contact details.
Verify Email Addresses: A valid email helps avoid bounce rates in campaigns.
Segment Your Leads: Consider adding tags or notes for better targeting later.
Next Steps
Once the lead is added, you can:
Assign them to an automated email campaign.
Track engagement through Oversee’s Analytics.
Convert them into a Prospect if they express interest.
For a visual walkthrough, check out the Loom Video.
If you have any questions, visit our Help Center or reach out to support!