What the Interceptly Pipeline Is
The Interceptly Pipeline is a Kanban-style sales pipeline that lets you visually track deals as they move through each stage of your sales process.
Each deal appears as a card that you can:
Add manually or from conversations.
Move between stages as the deal progresses.
Update with key deal details, such as value and probability.
This makes it easier to:
See where deals are getting stuck.
Keep your pipeline organized.
Forecast revenue more accurately.
CRM Integrations You Can Use
Interceptly’s Pipeline can integrate with external CRMs to keep your data aligned.
Supported CRM integrations include:
HubSpot
Pipedrive
This allows you to manage conversations and pipeline activity in Interceptly while staying in sync with your existing CRM.
Activate the Interceptly Pipeline
Before you can add stages or deals, you need to activate the Pipeline.
Open Interceptly and from the left-hand menu, select "Pipeline".
Review the list of CRM options, select "Interceptly", and select "Activate".
Once activated, your Pipeline board will load automatically.
Understanding the Pipeline Layout
After activation, you will see a Kanban board made up of columns.
Each column represents a Pipeline stage, such as:
New lead.
Discovery.
Proposal.
Closed won.
Each card inside a column represents a deal linked to a prospect.
Adding Pipeline Stages
Pipeline stages represent the steps in your sales process. It is best to set these up before adding deals.
Open the "Pipeline" view and select "+ Add Stage".
Enter a Stage Name.
Enter an Estimated Probability. This is the likelihood that deals in this stage will close.
Select "Save".
💡 Tip: If the stage does not appear immediately, refresh your screen.
What Deal Probability Is Used For
Stage probability helps Interceptly estimate pipeline value and supports forecasting.
This helps you:
Understand your likely revenue.
Spot stages where deals tend to slow down.
Prioritize deals that are closer to closing.
Adding Deals to the Pipeline
You can add deals in two ways, depending on where you are working.
Option 1: Add a Deal Directly From the Pipeline
This option is best when you already know you want to create a deal.
Steps
Open the Pipeline view, and in the correct stage, select "+ Add Deal".
Select the Prospect from your connected prospect list.
Enter the required deal information, such as:
Deal name
Deal value
Expected close date
Select "Create" to save the deal. The deal will appear as a card at that stage.
Option 2: Create a Deal From the Inbox
This option is best when a deal becomes real during a conversation.
Examples include when a prospect:
Replies positively.
Asks for pricing.
Requests a meeting.
You can create a deal directly from the Inbox so it appears in your Pipeline.
💡 To add a deal directly from the inbox, read this article.
Managing, Moving, and Updating Deals
Managing Deals in the Pipeline
Once deals are created, you can manage them directly from the Pipeline board.
Moving Deals Between Stages
As a deal progresses:
Select the deal card.
Move it to the appropriate stage.
Keeping stages up to date ensures accurate reporting and forecasting.
Updating Deal Information
You can update deal details at any time, including:
Deal value.
Expected close date.
Associated prospect.
Keeping deal information up to date improves visibility and forecasting accuracy.
Troubleshooting
A New Stage Does Not Appear
If a stage does not show up after adding it:
Refresh the page.
Confirm the stage was saved successfully.
A Prospect Does Not Appear When Adding a Deal
If you cannot find a prospect:
Confirm the prospect is connected in Interceptly.
Confirm the prospect exists in your Interceptly prospect list.
Best Practices
To keep your Pipeline accurate and useful:
Use simple, clear stage names.
Update deal stages as soon as anything changes.
Remove or close stale deals regularly.
Use realistic probabilities for each stage.
These habits ensure your Pipeline reflects real sales activity, not assumptions.
FAQs
Q: Do I need a CRM to use the Interceptly Pipeline?
A: No. You can use the Interceptly Pipeline on its own or integrate it with a supported CRM.
Q: Can I change stage probabilities later?
A: Yes. You can update stage probabilities at any time to improve forecasting accuracy.
🚀 Success! If you need more help, contact the Interceptly support team or review the related Help Center articles.