Plans & Billing ↗ holds your credit balance. Credits are consumed when inDeal searches for contact details on your behalf. Everyone sees this area, whatever their role. Contents - The three numbers at the top - The history - The categories - What each detail costs - When the balance is empty - More credit - Saving credits - Next The three numbers at the top Your credit sits in two pots, with the total next to them: | Field | Meaning | |---|---| | Monthly allowance | This holds the credits from your plan, they are always used first, and at the start of each month we top the pot up by your allowance, keeping whatever is left, but the pot holds at most twice your allowance and anything above that expires. | | Purchased | This holds the credits from packages you bought, they are only used once the monthly allowance is empty, and they never expire. | | Total | The sum of both pots, meaning everything you can use right now, with how much has been used this month shown below it. | Below the monthly allowance you see, for example, Topped up on {date}, carry-over capped at {max}. During the trial this pot is called Trial credits and is not topped up monthly. Total is the same value shown at the bottom left of the sidebar as {n} credits. Clicking there brings you here. If there is no credit account, it reads No credit account. Credits overview with pools and total balance The history Below it, every single entry appears with Date, Category, Δ, Lead and Reason. The Δ is the change: negative on usage, positive on a grant. With nothing booked yet, it reads No entries yet. If the matching lead has since been deleted, the Lead column shows (lead deleted). The entry stays regardless. The categories | Category | What for | |---|---| | Email | an email address found | | Mobile | a mobile number found | | Landline | a landline number found | | Company data | company details found | | Monthly grant | the monthly credit | | Top-up | an additional top-up | | Credit granted | a manual grant | | Credit purchase | a purchased package, bought by hand or automatically | | Refund | a credit purchase is reversed because the payment was refunded or charged back | | Other | everything else | Only details actually found cost credits. An unsuccessful search consumes nothing. Enrichment credits are not refunded, even if a detail found turns out not to help you. What each detail costs | Detail | Price | |---|---| | Mobile number | 5 credits | | Email address | 1 credit | | Landline number | 0.5 credits | | Company data | free | Four rules that explain your usage in practice: - Only what is actually found and newly written is charged. A field that is already filled on the lead is not overwritten and therefore costs nothing. A lead with an email address on file costs no email credit, even if the search finds that same address again. - The number of providers queried makes no difference. Several data sources run one after another behind a single run. The price depends on the field found, not on how many attempts it took. - Direct dial and switchboard together count as one landline number. If both are found, that is 0.5 credits, not 0.5 twice. - If your credit doesn't cover everything, we add what fits. The order is under When the balance is empty. Your actual usage is under Plans & Billing ↗ in the History, one entry per booking with category, amount and lead. How many leads your credits cover and what a lead costs in euros is worked out in What does a lead cost? Worked examples. When the balance is empty If your credit doesn't cover everything, we add what fits. Mobile number first, then email address, then landline. Whatever no longer fits stays empty. The free company data always ends up on the lead. The lead then shows Not everything added yet once you have credit again, or Out of credits if you don't. Below 0.5 credits we no longer start a search. Everything else in inDeal keeps working unchanged - only the search for contact details stops. The quota is granted monthly; the entry appears in the history as Monthly grant. More credit Three ways, depending on how often you need more. Owners and admins can buy, and only with an active subscription. If your access runs through an agency, your credit comes through your contact. Once: buy a package. Under Plans & Billing ↗, in the Credits tab, there are three packages: | Package | Price | Per credit | |---|---|---| | 100 credits | €19 | €0.19 | | 500 credits | €85 | €0.17 | | 1,500 credits | €225 | €0.15 | All prices net, plus VAT. Purchased credits never expire. Your monthly allowance is used first, then the purchased credit. Regularly: top up automatically. Under Top up automatically you set a threshold, a package and a monthly cap. When your credit drops below the threshold, inDeal buys the selected package. At least one hour passes between two automatic purchases, and the cap applies per calendar month. Permanently: change your plan. If your allowance falls short every month, switch to a larger plan under the Plans tab. The credit is available right away, and Stripe charges the prorated amount. Saving credits Three habits that help noticeably: 1. Enrich deliberately, not in bulk. A lead you will not call does not need a phone number. 2. Check what is already there first. For many campaign leads, the address and job title are already filled in. 3. Do not enrich twice. If a lead has been enriched before, the button reads Re-enrich. A second run rarely finds anything new. Whatever is already in the field costs nothing more; whatever it finds on top costs again. Next - What does a lead cost? Worked examples - Creating, importing and enriching leads - Opening Setup and what is inside

Connect your mailbox

With a connected mailbox you send emails straight from inDeal - from your own address, out of your own mailbox. Replies from your leads land on the right lead in the timeline automatically, with nothing to copy over. You can connect Outlook or Microsoft 365, or Gmail or Google Workspace. Contents - What the connection does - Which mailbox? - How to connect your mailbox - When approval is missing - Import your history - Attachments stay in your mailbox - Disconnect your mailbox What the connection does inDeal connects to your mailbox. After that the following applies, whichever provider you use: - You write and answer emails directly on the lead, and they are sent through your mailbox. Afterwards they also sit in your Sent folder. - Incoming replies are matched to the right lead automatically and show up in its timeline. - Only emails whose counterpart is an existing lead are taken over. Everything else - private mail, newsletters, internal messages - is discarded and never stored in inDeal. Everyone on the team connects their own mailbox, regardless of role. There is no central team mailbox: whoever wants to send from inDeal connects their own account once. Which mailbox? Both options sit side by side on the Email ↗ page: - Outlook / Microsoft 365 - for mailboxes at Microsoft, business or personal. - Gmail / Google Workspace - for mailboxes at Google, business or personal. One mailbox per person. You can only have one mailbox connected at a time. As soon as one is connected, the page shows only its card; the other option disappears. To switch, disconnect the current mailbox first and then connect the new one. What disconnecting does to the emails already taken over is described under Disconnect your mailbox - read it first. How to connect your mailbox Outlook or Microsoft 365 1. Open Email ↗ in your settings. 2. On the Outlook / Microsoft 365 card, click Connect. 3. You are taken to Microsoft. Sign in with the account whose mailbox you want to use and confirm the access. 4. You then land back in inDeal automatically. The card shows Connected, your address and the connection date. Gmail or Google Workspace 1. Open Email ↗ in your settings. 2. On the Gmail / Google Workspace card, click Connect. 3. You are taken to Google. Pick the account whose mailbox you want to use. 4. Google asks for the permissions one by one, each with its own checkbox: "Send email on your behalf" and "Read your email". Both boxes have to stay checked. inDeal needs them together - sending alone is not enough, because no reply could be matched, and reading alone is not enough, because you could not send. 5. You then land back in inDeal automatically. The card shows Connected, your address and the connection date. If you uncheck one of the boxes in step 4, inDeal comes back with the message Not all permissions were granted and no mailbox is connected. Just click connect again and leave both boxes checked. From now on you will find the Email button on every lead and can send straight from inDeal. When approval is missing In many companies employees are not allowed to approve external apps themselves. That is not an error but a policy of your organisation - and the route is the same for both providers: your IT approves inDeal once, after which the whole team connects as described above. Microsoft 365. After the sign-in attempt you see the message: Your IT team needs to approve inDeal for your Microsoft 365 tenant before you can connect your mailbox. Here is what to do: 1. Copy the approval link shown (Approve app). 2. Send it to your IT administration and ask them to approve inDeal for your Microsoft 365 tenant. 3. Once approval is granted, connect your mailbox as described above. Google Workspace. Your organisation may likewise require third-party apps to be approved first. Google then stops the sign-in before you get to see the permissions. Ask your Google Workspace administration to allow inDeal for your domain; after that, connecting works as described above. Personal accounts at Microsoft or Google have no such approval step - there the decision is yours. Import your history When you connect, inDeal can also take over past emails. The History import section on the card does that: - Choose 3, 6 or 12 months under Period. - The import runs in the background; the counter shows how many messages have been checked. With large mailboxes this takes a few minutes - you can leave the page in the meantime. - Here too: only emails that belong to an existing lead are taken over. Everything else is discarded. So after importing new leads, clicking Import again is worthwhile. Attachments stay in your mailbox Attachments are not stored in inDeal. inDeal only remembers that they exist - when you open one it is fetched straight from your mailbox. Which also means: if an email is deleted in your mailbox, its attachment is no longer available in inDeal either. This is the same for both providers. Disconnect your mailbox The card has a Disconnect button. Before anything happens, a confirmation dialog shows how many emails and conversations are affected - to confirm, you type in your mailbox address. So an accidental click cannot delete anything. Important - read before disconnecting: disconnecting does more than remove the connection. All emails, conversations and attachment references taken over from this mailbox are permanently deleted from inDeal. There is no option to keep the data and no way back. In your leads' timelines only the short text of the entries remains - the full messages are gone. Your mailbox itself is untouched: nothing changes at Microsoft or Google, all mail stays there. With Google, inDeal additionally revokes the permission it was granted. If you connect again later - including with the other provider - the history import can take the matching emails over again.

Leads

Creating, importing and enriching leads

Leads reach inDeal three ways: one at a time by hand, in bulk from a file, or automatically from a campaign. Missing contact details you add afterwards through enrichment. Contents - Creating a lead by hand - Importing leads from a file - Leads from campaigns - Enriching data - Next Creating a lead by hand 1. Click the plus button in the top bar. New lead opens. 2. Fill in at least First name or Last name. Without a name you see Please enter a name. 3. Add what you have: Company, Role / title, Email, Phone, Lead source, Estimated value and Channel. 4. Confirm with Create lead. The New lead form The lead then sits on Qualify. Set a Follow-up date right away, otherwise it will not appear in Open leads ↗. Importing leads from a file The import is its own page in Setup: Lead import ↗. The Import button above both lead lists takes you there as well. The import requires permissions - with the Sales role it is not visible. The import page with dropzone and import history 1. Open the page. At the top you see the hint: Upload a CSV file with leads. The first row must contain the column headers. Below it sits the Import history. 2. Pick your file via Choose CSV file - or simply drag it onto the area. 3. Decide per CSV column what happens to it. Whatever inDeal recognises confidently is already mapped and sits collapsed under {n} columns mapped automatically; uncertain matches carry the marker uncertain match and stay visible. For every column there are five options: - Ignore - the column is not taken over. - A Standard field: First name, Last name, Email, LinkedIn URL, Phone, Company, Website, Role / title, Industry, Location, Employees or Estimated value. Each field can only be used once. - Attach as note - the content is collected into a note on the lead, see below. - An Existing field - the values go into a custom field that already exists. Each field can only be used once. - Create as new field - the column becomes a new custom field with Title and Type, see Custom fields in the import. With All open as note and Ignore all open you decide the remaining columns in one go. 4. Lead source and Channel are set once for the whole import. They do not come from the file. 5. Start with Import {count}. The bar at the bottom stays visible while you scroll and counts the progress. At least one name field, an email or a profile address must be mapped, otherwise you see Map at least first/last name, an email, or a LinkedIn URL. The mapping step with automatically mapped and open columns Custom fields in the import You manage custom fields under Layout ↗, see Customizing the layout: sections and custom fields. In the import: Open columns in the mapping: Paket goes into an existing field, Jahresbudget is created as a new currency field - New field: You can choose the same types as in the layout editor. inDeal suggests a type based on the values, for example checkbox for yes/no, date or date and time for matching values. New fields are added to the end of Additional data. Their API name is generated automatically and never reuses the one of a hidden field. - Dropdown and multi-select fields are created without options. You add the options in the layout afterwards. Until then the values of that column are reported and not saved. - Values are converted when they fit the type: - numbers and amounts in German or English format, for example 1.234,56 or 1,234.56 - dates as 2026-10-15, 15.10.2026 or 15.10.26 - date and time such as 15.10.2026 14:30, in German time - checkbox with yes/no, true/false, 1/0, x, ja/nein - dropdown by the option's name or API name, case does not matter; for multi-select several values separated by semicolon, comma or vertical bar - Invalid values do not stop the lead: the lead is created, only the invalid value is left out. Invalid are, for example, an unknown option, a date that does not exist, or a number with a leading zero or more than 15 digits (such IDs belong in a text field). On a repeat import everything is prefilled If you later import a file with the same column headers, inDeal takes over your last mapping: at the top it says Mapping taken from {date}, the columns sit under {n} columns taken from your last import. If everything fits, start right away via Import now. Reset falls back to the automatic mapping. After the import A summary appears with {n} new, {n} duplicates and {n} errors - plus how many new fields were created and how many notes were written. Columns attached as a note are collected into a note titled Lead import {date} in the activity list of each lead. If there were errors or values were left out, Error report (CSV) downloads the report so you can fix the data and import again. It has the columns row, field, raw value and reason, for example "Option "Gold" unknown". It opens directly in Excel; with an English interface the separator is a comma. Leads that already exist are skipped. Start another import begins the next run right away. Important, and the most common question afterwards: imported leads are cold. They sit on Qualify, have no follow-up date and therefore do not appear in Open leads, only in All leads ↗. They show up in the work list as soon as a reply arrives or you set a follow-up date. That is exactly what the note after the import says. Undoing an import The import history in Setup lists every run with File, Date, Run by and Result. Move imported leads to trash removes a whole run again. Leads that have already been worked are kept - the dialog names the number. The action is reversible: via Undo or the trash. Leads from campaigns Contacts who reacted to your outreach appear as leads automatically. The Details block then names the Campaign they came from. There is nothing for you to do. More on that in the Campaigns category. Enriching data If a phone number or email is missing, Enrich data in the lead header helps. inDeal then searches publicly available contact details. How it goes: 1. Click Enrich data. The button changes to Enriching data …. 2. If it takes longer, you see Extending search across additional providers …. 3. Afterwards the values found sit in the fields. Verified details are marked verified. If a lead has been enriched before, the button reads Re-enrich; after a failed attempt, Retry enrichment. Hovering shows when it was last enriched. Some leads are enriched automatically as they arrive. A note then appears at the top saying contact details are being searched and the page refreshes itself. Enrichment costs credits Contact details consume credits, company data does not. Your balance sits at the bottom left of the sidebar as {n} credits. | Detail | Price | |---|---| | Mobile number | 5 credits | | Email address | 1 credit | | Landline number | 0.5 credits | | Company data | free | Only what is actually found and newly written is charged. A field that is already filled is not overwritten and costs nothing. The number of providers queried makes no difference - the price depends on the field found. Direct dial and switchboard together count as one landline number. If your credit doesn't cover everything, we add what fits. The order and what the lead then shows are explained in Credits and usage. Your usage is in Setup under Plans & Billing ↗ in the History, broken down into Email, Mobile, Landline and Company data. More on that under Credits and usage. Next - Open leads and All leads - Editing a lead

Integrations and Extension

Setting up senders and the webhook

Steps 3 and 4 of the PROSP wizard decide who owns which leads and whether replies arrive at all. Both are quick, but step 4 has a trap. With PlusVibe both are simpler: assigning mailboxes is optional, unassigned replies go to the workspace owner, and inDeal registers the webhook in PlusVibe itself. The steps are in Connecting PlusVibe. Step 3: assign senders The note reads: Assign each PROSP sender to a team member. Replies from that sender are attributed to that member as owner. 1. inDeal fetches the senders from PROSP; meanwhile it reads Fetching senders … 2. Pick the responsible person per sender via Choose member. 3. An assigned sender is then marked Assigned. Why this matters: the assignment decides who incoming leads belong to. That determines who sees them in Open leads ↗ at all, whose numbers on Home ↗ they affect, and who receives the workflow notifications. As long as a sender is unassigned you cannot continue; you see Assign every open sender to continue. If a sender shows as a conflict If a sender shows Conflict, the note reads: This sender is already taken in another workspace and cannot be assigned here. Your agency will sort this out. You can continue anyway. Each sender address belongs to exactly one account. Continue and report the case to your agency. If there are no senders at all, it reads There are no senders for this connection yet. You can continue. Step 4: set up the webhook The webhook is the line replies travel down to reach inDeal instantly. Without it, leads are still imported but no replies are delivered - and so no workflows run. The wizard shows a Callback URL and the Copy button; after the click it briefly reads Copied. The five steps as the product states them: 1. In PROSP, open Settings, Webhooks, Create a webhook. 2. Paste the copied URL as the Callback URL. 3. Select "LinkedIn Message Replied" as the event. 4. Press Test Webhook. 5. Then press Continue so the webhook is saved. The Open PROSP webhooks button takes you straight to the right place. The trap the product highlights itself Important: step 5 is required. If you stop after the test, you have only tested it but saved nothing. That is the most common mistake during setup. The test reports success, everything looks right, and afterwards no webhook exists. Make sure you press Continue in PROSP. How you know it worked While inDeal waits, it reads Waiting for the first connection from PROSP … As soon as the first message arrives, it changes to Connected. Leads are flowing now. The connection status then jumps from Setup pending to Active. You can close the window at any time: You can close anytime and resume setup later. If nothing arrives Check in this order: 1. Was Continue pressed? Without that step there is no saved webhook in PROSP. 2. Is the event right? It has to be LinkedIn Message Replied. 3. Is the URL right? Take it unchanged from inDeal, without truncating it. 4. Does the status read Active? If not, the first message from PROSP is still missing. Two fields on the connection card help: Last event shows when something last arrived, Last sync when the last sync ran. If both are empty, nothing has ever come in. Next - Connecting PROSP - Rotating the key and disconnecting

Integrations and Extension

Managing the campaigns on a connection

Below the connection card sits the Campaigns section with the note Campaigns on this connection. Deleting removes them along with their exclusive leads. This is where you add skipped campaigns or remove ones you no longer want. Contents - The list - Adding skipped campaigns - Deleting campaigns - Why this lives here and not under Campaigns - Next The list The header shows {n} campaigns. Below it, one row per campaign with the name and {n} leads. Search campaign … narrows the list, Select all and Clear selection handle selection. With something selected it reads {n} selected. If the search matches nothing, you see No campaign matches the search. If nothing is attached to the connection at all, it reads No campaigns are attached to this connection anymore. Adding skipped campaigns If you left campaigns out during setup, they sit under Not imported campaigns with the note Select a campaign if you would like to import it later. 1. Select the campaigns you want. 2. Click Add ({n}). One of two responses follows: - Import started. The leads will appear shortly. - Import queued. It will run once the current process has finished. So another import is already running. If you see The campaigns were created, but the import could not be started., the campaign now exists in inDeal but the leads are still missing. Try again. Completed campaigns With PlusVibe you can also import completed campaigns. Their leads come in once; afterwards neither leads nor metrics are refreshed, because nothing happens in PlusVibe anymore. Active and paused campaigns are synced by inDeal every night. Deleting campaigns This is the most dangerous action in inDeal. Read this section before you run it. 1. Select the campaigns. 2. Click Delete selected ({n}). 3. Delete campaigns? opens with {n} campaign(s) selected. 4. Wait for the preview. Meanwhile it reads Loading preview … 5. Read the preview. It shows {n} deleted and {n} kept per campaign. 6. Type the company name to confirm. The prompt reads Type the company name to confirm: {company}. 7. Confirm with Delete permanently. What the warning means The note reads: {del} leads will be PERMANENTLY deleted and will NOT go to the trash. {keep} leads are kept (they also belong to other campaigns). Two things matter about that: - No trash. Unlike deleting individual leads, there is no 30-day window and no restore. Support cannot bring these leads back either. - Only exclusive leads disappear. If a lead also belongs to another campaign, it survives. That is exactly what the preview shows under {n} kept. Asking for the company name is not red tape, it is the last stop before an action that cannot be undone. If deleting fails - The campaigns could not be deleted. Please try again. - a hiccup. - At least one campaign does not belong to this customer. - the selection no longer matches the state. Reload the page. Why this lives here and not under Campaigns In the Campaigns area you see results and metrics but cannot create or delete anything. The technical inventory hangs on the connection, and that is why it is maintained here. Next - Rotating the key and disconnecting - The campaign overview

Setup

Customizing the layout: sections and custom fields

Under Layout ↗ in Setup you create your own fields for leads and deals, group them into sections and decide where they appear in the detail view. The page shows the layout exactly as it appears in the lead or deal detail view, just with tools for editing. The layout applies to your whole account. Admins can edit it. Contents - How the page is structured - Creating a field from the palette - Field types - Sections - Moving, editing, hiding and restoring fields - Custom fields in the lead and deal detail view - Filtering by custom fields - Next How the page is structured At the top you switch between Leads and Deals. Each module has its own layout, a field for leads does not appear on deals and vice versa. The top right shows how many fields already exist. Each module can have at most 100 active fields. On the left is the Field types palette (at the top on a phone, collapsible). Next to it you see the layout in the order of the detail view: - The built-in blocks such as pipeline & status, contact, company, details and address (deals have no address) are shown in grey at their real position, with the note Standard fields, not editable. They are there for orientation and cannot be changed here. - Below them come your sections with their fields, in the same two-column grid as the detail view. - Additional data holds fields without a section of their own. It comes after your sections and before the system block. Each field is shown as a tile like in the detail view: the name at the top, below it a placeholder that matches the type (for example an empty checkbox, €0.00 or DD.MM.YYYY), then the type and API name. Next to the name you see how many records have a value, the pencil for editing and the eye for hiding. The handle for moving sits to the left of the name. Creating a field from the palette The Text tile is dragged into the grid, a line to the right of Paket shows the drop position 1. Drag a tile from the palette to the spot in the grid where the field should go. A line between two fields shows where it will land. The grey standard blocks do not accept fields. 2. When you let go, the New field dialog opens. The type is preselected, section and position are taken over. 3. Enter the name in Name. Below it you see the API name. It is generated automatically from the name and never changes, even if you rename the field later. The API, webhooks and the import use it to address the field. 4. For Dropdown and Multi-select you add the options. For Currency you pick the currency. 5. Create field puts the field exactly where you chose. Cancel changes nothing. The New field dialog with name, generated API name and the open type list It also works without dragging: click a tile (or select it with the keyboard and press Enter). The field is then added to the end of Additional data. Field below a section adds a field directly to the end of that section. Field types | Type | Use it for | Note | |---|---|---| | Text | free-form details, multi-line too | up to 10,000 characters | | Number | quantities and values you calculate with | IDs such as customer or tracking numbers are better created as text so leading zeros are kept | | Currency | amounts | one currency per field | | Checkbox | yes or no | | | Dropdown | exactly one option from a list | options sorted manually or alphabetically | | Multi-select | several options from a list | | | Date | a day | | | Date and time | a day and a time | | | Link | a web address | https:// is added if missing | Formula is shown in the palette as coming soon and cannot be created yet. The type is fixed once the field exists, because the stored values depend on it. If you need a different type, create a new field and hide the old one. Sections Sections group related fields under a heading, for example "Contract" or "Onboarding". - Create: Drag the New section tile between two sections or click it. You can also use Add section above Additional data. Enter a title and confirm with Create. - Rename: Click the section title and change it. - Sort: Drag the section by the handle to the left of its heading. Additional data always stays after your sections. - Delete: The bin on the right of the heading (Delete section) only removes the heading. The fields move to Additional data, all values are kept. Moving, editing, hiding and restoring fields - Move: Drag a field by its handle to another spot in the grid, within a section or into another section. With the keyboard: focus the handle, press space, use the arrow keys, space to drop, escape to cancel. - Edit: The pencil lets you change the name, options or currency. The API name and the type stay the same. - Hide: The eye (Hide field) removes the field from the detail view. The stored values are kept, nothing is lost. Hidden fields do not count toward the limit. - Restore: Under Hidden fields you bring a field back with Restore. It reappears with all its values at the end of Additional data. If you remove an option from a dropdown, records that use it keep their value. In the detail view it is shown in grey as a removed option. Custom fields in the lead and deal detail view Lead detail view with the sections Onboarding-Checkliste and Kaufsignale In the detail view of a lead or deal your sections appear exactly where you see them in the layout. This is how you maintain the values: - Checkbox: tick or untick it, which saves right away. - Dropdown: click the value to open the list. The top option (a dash) clears the field. - Multi-select: "+" lets you pick options, the "×" on an option removes it. - Date and date and time: click the value to open the calendar, the "×" clears the field. - Text, number and currency: click the value to edit it. - Link: clicking opens the address, the pencil next to it lets you edit it. Clearing a field removes the value. You can also create or fill custom fields for leads during the lead import. Via the API and webhooks the values are in the custom_data object, see inDeal API: create and update leads. Filtering by custom fields Every custom field automatically appears in the filter panel of the lead or deal pages, in the field picker under Custom fields. Hidden fields drop out there until you restore them. This lets you use a dropdown field as a second pipeline, for example: create a field "Pipeline" with values such as "New customers" and "Partners", filter by it and save the result as a view. The steps are in Practical examples for filters and views, the basics in Filtering leads and deals. Next - Creating, importing and enriching leads - Opening Setup and what's inside - Practical examples for filters and views