Interceptly lets you create deals directly from inbox leads, so you can track opportunities without switching tools.
What a Deal Is
A deal is a record that represents a sales opportunity, typically associated with a specific prospect or account. In Interceptly, deals help you track:
Who the opportunity is with.
What stage the opportunity is in.
The estimated value of the opportunity.
Who owns the deal and is responsible for moving it forward.
Why a Deal Matters
Creating deals from the inbox helps you turn positive replies into a clear pipeline and ensures no qualified conversations are lost.
Deals can be added to your Interceptly Pipeline, HubSpot, or Pipedrive, depending on how your pipeline feature is set up.
Creating A Deal
Select "Inbox" from the left menu.
Find the lead or prospect conversation you want to create a deal for.
Select the "House" icon in the top right to open inbox tools.
Scroll to "CRM Deals".
Select "+ New deal".
In the deal pop-up window, complete the fields:
Select the platform.
Enter a deal name.
Select the pipeline stage.
Enter the deal amount.
Select the owner.
Select "Create".
Select "Pipeline" from the left menu to view, edit, and track your deal.
💡 Tip: Use a clear naming format like “Company name - use case” so your pipeline stays organized.
Best Practices
Create a deal as soon as a prospect shows buying intent, such as asking for pricing, timeline, or next steps.
Keep deal stages consistent across your team to avoid messy reporting.
Assign an owner every time, even if it is a shared inbox, so someone is responsible for follow-up.
Update the deal amount once you have the budget details to keep forecasts accurate.
🚨 Important: If your CRM integration is connected, confirm you selected the correct platform before selecting "Create".
FAQ
Q: What happens after I create a deal?
A: The deal is created in the platform you selected and can be tracked in "Pipeline" inside Interceptly.
Q: Can I create a deal from a prospect who is not a lead?
A: Yes, you can create a deal from inbox prospects, but most teams create deals after marking someone as a lead.
Q: Where do I edit a deal after it is created?
A: Go to "Pipeline" from the left menu to edit and track your deal.
Q: Will the deal sync to HubSpot or Pipedrive automatically?
A: It will sync based on how your pipeline feature and CRM connection are set up.
🚀 Success! You can now create deals directly from the inbox, so you never miss an opportunity.