Interceptly makes inbox management simple with built-in status updates.
You can mark prospects as a "Lead" or a "Customer" in a few steps. This helps you keep your inbox organized and can also trigger automations, such as webhooks.
Managing Leads And Customers In the Inbox
How to Mark a Prospect As a Lead
Marking a prospect as a lead is useful when they have shown interest, replied positively, or meet your qualification criteria.
Select "Inbox" from the left menu.
Select the prospect conversation you want to update.
Select the orange "Home" icon to open the inbox tools.
Under the map and prospect details at the top, select "Mark as Lead".
Once applied, the prospect will be labeled as a lead in your inbox.
💡 Tip: Mark prospects as leads as soon as they show intent, so you can filter and prioritize follow-ups.
How to Filter the Inbox By Leads
After you mark prospects as leads, you can filter your inbox to only view leads.
Select the "Filter" icon on the left side of the inbox.
Select "Status in campaign".
Select "Leads".
This view is helpful when you want to focus only on active opportunities.
How to Mark a Lead As a Customer
You can only mark a prospect as a customer if they are already marked as a lead.
Select "Inbox" from the left menu.
Select the prospect conversation you want to update.
Select the orange "Home" icon to open the inbox tools.
Under the map and prospect details at the top, select "Mark as Customer".
Once applied, the prospect will be labeled as a customer in your inbox.
🚨 Important: Only leads can be marked as customers. If the option is unavailable, mark the prospect as a lead first.
Best Practices
Mark a prospect as a "Lead" as soon as they show buying intent, such as asking for pricing or a demo.
Mark a lead as a "Customer" only after you have confirmed they have purchased or started an agreement.
Use inbox filters daily to focus on the highest priority conversations.
If you use webhooks, keep your status updates consistent to ensure your automation remains reliable.
🎓 Note: Status updates are most useful when your team agrees on what counts as a lead versus a customer.
FAQ
Q: What does "Mark as Lead" do?
A: It updates the prospect’s status to a lead, making it easier to filter and prioritize that conversation.
Q: Why can’t I mark someone as a customer?
A: A prospect must be marked as a lead first, because only leads can be marked as customers.
Q: How do I view only leads in my inbox?
A: Use the "Filter" icon, then select "Status in campaign", then select "Leads".
Q: Can marking leads and customers trigger automation?
A: Yes, these status updates can be used to trigger webhooks and other automations, depending on your setup.
🚀 Success! You can now update prospect statuses to "Lead" and "Customer", and use filters to manage your inbox more easily.