Search
Leads: Potential contacts who may be interested in your products. Typically, these are buyers or owners at specialty retail stores.
Business/Businesses: Refers to the companies or brands within the Oversee database that you can connect with for potential sales.
“Add to Campaign”: A feature allowing you to add a selected lead contact to a specific email campaign.
Block: A feature allowing you to hide all contacts from the same business in future search queries
Search Types
AI Labels: Search using tags such as business category, products (that the business sells), aesthetics, or values
Lookalikes: Leads suggested by Oversee based on similarities to your existing connections.
Business Websites: Find leads within the business you are specifically looking for.
Stockist Scraper: Find leads from competitor stockists or blog posts in real-time.
Leads
Lead Campaign: Automated email campaign with follow-up sequences, aimed to turn your leads into prospects.
Overview: A summary view of specific lead campaigns including performance metrics.
Contacts: A list of all the contacts involved in a particular lead campaign.
Email Steps: The sequence of emails sent as part of a lead campaign.
Send Settings: Configuration settings for how and when emails are sent in a lead campaign.
Prospects
Pipeline: View representing the stages in your sales process and where prospects stand.
Table: Tabular view showing all your prospects in the pipeline.
Prospect: A potential customer who has shown interest (either inbound or by replying to your cold email) but hasn't yet committed to a purchase.
Edit pipeline: Modify the steps and stages in your prospect pipeline.
Stages: The different phases a prospect goes through before becoming a customer, such as initial contact, sample requested, sample sent.
Add Prospect: A feature to manually add a new prospect to the pipeline.
Prospect value ($): The potential revenue from a prospect if they convert to a customer.
Customers
Segments:
Segment: A group of customers defined by a set of filters (e.g. “Top Account” segment can be used for all customers with average order value greater than $1,000).
Create segment: Form a new group of customers based on selected set of filters.
Filters: Tools to refine the customer segments with various attributes such as business category, purchase history, etc.
Analytics: Tools to analyze customer behavior, sales performance, and other key metrics.
Customer Campaigns: Initiate an email campaign targeted at a specific segment of customers.
Other features
Templates: Access and manage email and campaign templates.
Template: Pre-designed for emails and campaigns that can be customized and used repeatedly. Templates can be shared across anyone in the same brand account.
Inbox: A centralized area to view and manage communications received through Oversee.
Integrations:
Shopify Sync: Connect and synchronize data between Oversee and your Shopify store.
Faire Sync: Integration to manage connections and data synchronization with Faire, a wholesale marketplace.
Email Sync: Keep your professional email communications in sync with Oversee for seamless management.
Uploads: Area to upload and manage CSV files and other data imports.
Settings
General: Basic account settings such as user profile and preferences.
Billing: Manage payment methods, view invoices, and handle subscription details.
Team: Add or manage team members' access and roles within your Oversee account.
Do-Not-Mail list: A list of contacts who have opted out of receiving emails, ensuring compliance with email marketing laws.