Setup

Opening Setup and what is inside

Setup ↗ holds your own details, your company's settings and the administration. It is not in the sidebar. Contents - How you get there - The sub-navigation - You do not see all of it - What to check first - Next How you get there 1. Click your company name at the bottom left of the sidebar. 2. Choose Profile settings or Setup. Both lead to the same place. The third entry in the menu is Sign out. The menu behind the company name with Profile settings, Setup and Sign out The sub-navigation A list sits on the left inside Setup. In full it looks like this: | Entry | What for | |---|---| | Personal profile ↗ | your name, address, language and time zone | | Notifications ↗ | which emails you get from inDeal | | Email ↗ | connecting your mailbox and your signature | | Company ↗ | company name and web presence | | Performance & conversion ↗ | the benchmarks behind forecast and funnel | | Lead import ↗ | reading leads in from a file | | Layout ↗ | custom fields and sections for leads and deals, see Customizing the layout | | Team ↗ | inviting and managing members | | Workflows ↗ | automatic rules | | Calendar ↗ | the template for calendar invitations | | Integrations ↗ | connected services | | Extension ↗ | the browser extension | | Plans & Billing ↗ | credits and usage | | Trash ↗ | deleted leads and deals | | Blacklist ↗ | people and companies that are never contacted | | Legal ↗ | company details and legal texts | You do not see all of it Which entries appear depends on your role. With the Admin role you see all of them. With the Sales role you see four: Personal profile, Extension, Plans & Billing and Legal. The other entries are not missing by accident. The role description says so outright: Sees and edits only their own leads. No import, no deleting, no mass updates, no setup, no blacklist changes, no API keys. That holds for the address as well: anyone opening one of those pages directly without the permission ends up back on Setup. Hiding the menu entry is not enough - the boundary is enforced on direct access too. What to check first If you are new, in this order: 1. Personal profile - are your name and time zone right. 2. Company - is the company name right. 3. Performance & conversion - do the benchmarks fit your business. 4. Team - is anyone missing. Next - Your personal profile - Company profile and conversion values

Your personal profile

Personal profile ↗ holds your own details. Everyone sees this area, whatever their role. Contents - The fields - Changing something - The time zone decides your work list - Your email address is your sign-in - LinkedIn profile - The name is for other people - Next The fields | Field | What for | |---|---| | Full name | appears on every lead and deal assigned to you, and on the team | | Email | your sign-in address | | Language | language of the interface | | Time zone | the basis of every due date | | LinkedIn profile | your personal sender address | Your name sits at the top with the company name below it. Changing something Click the value, change it, done. It saves immediately and Saved. appears briefly. The time zone decides your work list The time zone determines when a follow-up counts as overdue and what lands on Home ↗ under Leads due today. With the wrong time zone here, your whole daily planning shifts by hours. Check it once, especially if you do not work in Central Europe. Your email address is your sign-in inDeal has no password. The sign-in link goes to exactly the address stored here. If you change it, we don't switch right away. You see We sent a confirmation link to {email}. Until then, your previous address stays active. Only once you click the link in the email to the new address does the new address apply. From then on, all sign-in links go there. If you don't click, everything stays as it was. If the new address already belongs to another account, you see This email address is already taken. and nothing is changed. So only change this field if you have access to the new mailbox. In the Chrome extension, sign in with the new address after the change. Your data stays in the company account All leads, deals and activities belong to the company account and stay there. Changing the address does not take any data to another account, it only changes what you sign in with. If you go freelance or change employers, create your own account: Sign up ↗. LinkedIn profile This field connects your personal outreach with inDeal. Incoming replies are attributed to the right person on the team based on the address stored here. If the address already belongs to another account, you see This LinkedIn sender URL is already linked to another account. Each address belongs to exactly one person. If you do outreach yourself, fill it in. Otherwise your replies arrive without an owner. The name is for other people Full name is not just your own display. It sits on every lead and deal assigned to you and in the Owner filter. Colleagues search for your records through it. So enter a first and last name, not initials. Next - Opening Setup and what is inside - Managing the team

Company profile and conversion values

Two areas in Setup concern the whole company rather than just you: Company ↗ and Performance & conversion ↗. Both are reserved for the Admin role. Contents - Company - Performance & conversion - The example calculation below - What these values actually affect - A good starting point - Next Company Company profile holds three fields: - Company name - Website - LinkedIn profile The Company name appears at the bottom left of the sidebar and in your legal texts. It cannot be empty; otherwise you see The company name cannot be empty. Without the permission you get a note saying only customer admins can change the company name; the same applies to the web fields. Performance & conversion The section carries the subtitle Default values for forecast and funnel calculations. Adjustable anytime. There are six benchmarks: | Field | Meaning | |---|---| | Lead → meeting booked | Share of leads that lead to a booked meeting. | | Show rate | Share of booked meetings that actually happen. | | Pipeline conversion | From completed discovery to sent offer. | | Deal conversion | From sent offer to won deal. | | Sales cycle | Average time from offer to close, in days. | | Customer lifetime value | Average value of a won customer. | After changing something you save with Save changes; Saved. then appears. The example calculation below Below the fields sits the heading What these values do with the note example on 100 leads. It runs your own values through the chain Leads → Meetings → Discoveries → Offers → Customers and ends at Revenue. Performance & conversion with the example on 100 leads Use it as a sanity check: change a value and see what comes out at the end. If the result looks unrealistic, the benchmarks are too optimistic. What these values actually affect Two things, and it matters to keep them apart: Sales cycle affects the forecast. If a deal has no date under Expected close, inDeal takes the moment it entered the stage and adds this benchmark. If the value is too short, deals appear in the forecast a month too early - and the monthly bucket looks fuller than it is. The rates do not affect your analyses. The Conversion funnel on Home ↗ works with your real numbers from the past 30 days, not with these benchmarks. A wishful value entered here makes no number there any better. So the benchmarks are planning inputs, not results. A good starting point At the beginning, enter what you estimate from experience. After about three months, compare with the Conversion funnel on Home and adjust. From then on the forecast works with your reality. Next - Forecast, confidence and weighted value - Conversion funnel and business outcome

Managing the team

Team ↗ shows who has access to your account. The area is reserved for the Admin role; anyone opening it without the permission ends up on Personal profile ↗. Contents - The list - Inviting somebody - The two roles - Deactivate or remove - the difference matters - Delete permanently - Transfer ownership - Next The list Each row shows the name, the address, the role and the status. The status is one of three: - Active - the person has signed in and is working. - Invited - the invitation is out but has not been accepted. - Deactivated - access is blocked. The person the account belongs to carries Owner after their role. The member list with role and status Inviting somebody 1. Click Invite member. 2. Enter the Email address. 3. Choose Admin or Sales under Role. 4. Confirm with Send invitation. Invitation sent. then appears and the person shows up in the list with the status Invited. If the address is already on the team, you see This address is already on the team. If the invitation does not arrive, Resend sits on the row. The two roles - Admin - full access to all records, import, mass updates, setup and team. - Sales - sees and edits only their own leads. No import, no deleting, no mass updates, no setup. Change role switches between them. Two limits apply: The owner's role can't be changed. and You can't change your own role. Deactivate or remove - the difference matters Both block access. The difference is what happens to the records, and it cannot be undone if you choose wrong. Deactivate - the assigned leads and deals stay with that person. They remain visible and selectable as owner, so you can reassign their records deliberately. Reversible via Reactivate. Remove - the assigned leads and deals become unassigned and can be given to somebody else. The history is fully preserved either way. Recommendation: deactivate first. Reassign the records at your own pace and only then remove the person. The other way round, you are hunting for ownerless leads in a long list. The owner cannot be removed, and nobody can remove themselves. Delete permanently Delete permanently removes the membership entirely. It only works for deactivated people, and only when they have no active leads or deals left. Otherwise you get a note that this user still has active records assigned and they have to be reassigned first. The row then shows how many are left. The history is preserved even after that. Transfer ownership Only the owner can do this, and only to somebody with the Admin role. If there is nobody, you see To transfer ownership, first add a user as an admin and invite them. 1. Choose Transfer ownership on the row. 2. Read the warning. It says in effect: afterwards you are an admin, no longer the owner. The other person will then be able to manage the team, pass ownership on, and delete the account. 3. Type the requested name exactly to confirm. 4. Confirm with Transfer ownership. If the input does not match, you see The company name you entered doesn't match. and nothing happens. That prompt is deliberate: only the new owner can undo this step. Next - Opening Setup and what is inside - Your personal profile

Credits and usage

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. 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

Trash and Legal

Two areas in Setup that you rarely need and have to find instantly when you do. Trash The subtitle says what it is about: Deleted leads and deals. Purged automatically after 30 days. The area is reserved for the Admin role - whoever may not delete leads has no trash either. Without the permission you end up on Personal profile ↗. The table Four columns: Type with the value Lead or Deal, Entry with the name, Deleted with the date, and Action. If nothing is deleted, it reads Trash is empty. Restoring Click Restore on the row. The entry is then back in its usual place, complete with all fields, activities and notes. Deleting permanently Delete permanently removes an entry immediately and irreversibly. You get a confirmation prompt. Only use it when a record genuinely has to disappear, for example at the request of the person concerned. For everything else, waiting out the 30 days is enough. The 30-day window The window starts when the item was deleted, not from the last time it was touched. So if you are looking for a lead deleted by mistake, do not wait too long. After that the entry is gone for good - support cannot bring it back either. Legal Everyone sees this area, whatever their role. That is deliberate: everybody on the team has to be able to reach legal texts. It has six tabs: | Tab | Content | |---|---| | Company details | your details for the imprint and the data processing agreement | | Imprint | the statutory provider identification | | Privacy | the privacy policy | | DPA | the data processing agreement under Art. 28 GDPR | | Terms | the terms of use | | Subprocessors ↗ | the service providers who process data for inDeal | The Legal area with its tabs Only Company details requires permissions. Without them you still reach the area and land on Imprint; only the form is missing. If somebody without the permission tries to save, they see Not allowed - only admins can change company details. Filling in the company details The note reads: Details for the imprint and the data processing agreement. Fields marked * are required for the DPA. The fields are Full legal name, Legal form, Street and number, Postal code, City, Country, Represented by, Register court, Register number and VAT ID. Fill them in once, completely. They feed the generated documents; incomplete details leave gaps there. The public versions On the legal texts you find This version is also available without signing in: with the link Open public version. You can pass that link on - to customers, to your legal team, to an auditor. The recipient needs no inDeal access. Next - Opening Setup and what is inside - Managing the team

What does a lead cost? Worked examples

This article works out how many leads your credits cover and what a lead costs in euros. All figures are net, plus VAT. Contents - What a lead costs in credits - Cost per plan - How to convert your credits into leads - Cost per deal won - Next What a lead costs in credits Only what we actually find costs credits: | Detail | Price | |---|---| | Mobile number | 5 credits | | Email address | 1 credit | | Landline number | 0.5 credits | | Company data | free | An unsuccessful search costs nothing. If all three contact details are found, that is 6.5 credits. Not every lead has a mobile number, though. On average, a fully enriched lead therefore costs 3.7 credits. That is the average across all enrichments in inDeal. If you only need the email address, a lead costs just 1 credit. Cost per plan With monthly billing: | Plan | Price per month | Credits | Per credit | Per lead, full | Per lead, email only | Leads, full | Leads, email only | |---|---|---|---|---|---|---|---| | Starter | €69 | 300 | €0.23 | €0.85 | €0.23 | approx. 80 | up to 300 | | Scale | €139 | 800 | €0.17 | €0.64 | €0.17 | approx. 210 | up to 800 | | Enterprise | €559 | from 4,000 | €0.14 | €0.52 | €0.14 | approx. 1,080+ | 4,000+ | With yearly billing (price per month, the yearly amount is charged): | Plan | Price per month | Credits | Per credit | Per lead, full | Per lead, email only | Leads, full | Leads, email only | |---|---|---|---|---|---|---|---| | Starter | €49 | 300 | €0.16 | €0.60 | €0.16 | approx. 80 | up to 300 | | Scale | €99 | 800 | €0.12 | €0.46 | €0.12 | approx. 210 | up to 800 | | Enterprise | €399 | from 4,000 | €0.10 | €0.37 | €0.10 | approx. 1,080+ | 4,000+ | The credits are the monthly allowance. "Per lead, full" is the unrounded price per credit times 3.7, rounded to the cent. Lead counts are rounded down to the nearest ten. If you top up, a credit costs €0.15 to €0.19 depending on the package. The packages are listed under Credits and usage. How to convert your credits into leads Credits ÷ 3.7 = fully enriched leads Example: 500 credits ÷ 3.7 = approx. 135 leads. If you only need email addresses, each credit covers one lead: 500 credits = up to 500 email addresses. Your leads' actual usage is under Plans & Billing ↗ in the History. Cost per deal won What a deal costs you in data depends on your own rates: Cost per deal = cost per lead ÷ (meeting rate × close rate) An example, not a promise: you pay €0.85 per lead, 5% of leads accept a meeting and 20% of meetings turn into a deal. Then one deal costs €0.85 ÷ (0.05 × 0.20) = approx. €85. Put in your own meeting and close rates. On Home ↗, in the conversion funnel, your meeting rate is the Lead conversion card. The close rate from meeting onwards comes from Show rate, Pipeline conversion and Deal conversion together, more on that under Conversion funnel and business outcome. Next - Credits and usage - Creating, importing and enriching leads

Managing the blacklist

The blacklist lets you block people and companies you do not want to contact: competitors, existing customers, partners or anyone who has explicitly asked not to be contacted. You find it under Blacklist ↗ in the Data group. The subtitle sums up what happens: Blocked people and companies are not created, not shown and not contacted. Who can do what Everyone on the team can see the list. Only admins can change it. Everyone else sees the note Only admins can change the blacklist. You can view it for reference. What you can block | Type | Example | What is blocked | |---|---|---| | Email | max@example.com | exactly this address | | LinkedIn | linkedin.com/in/max-example | exactly this profile | | Domain | example.com | every address and website on this domain, including subdomains | | Company | Example Ltd | every contact with this company name | Values are stored in a uniform way. For email addresses, upper and lower case and additions like +newsletter do not matter. For LinkedIn and domains, the protocol, www and trailing paths are ignored. For companies the legal form is ignored, so "Example Ltd" and "Example Inc" count as the same company. You cannot block freemail domains like gmail.com or web.de as a domain, as that would affect every private address. Block the individual email address instead. linkedin.com cannot be blocked as a domain either; block a LinkedIn profile by its link. Adding entries Under Add entry you enter one or more values in the Values field. Separate them with commas, semicolons, tabs or line breaks, so you can also paste a column from a spreadsheet. You do not have to choose the type, inDeal detects it: - anything with @ becomes an Email, - a link to linkedin.com/in/ becomes a LinkedIn profile, - an address like example.com or https://example.com becomes a Domain, - everything else becomes a Company. Below the field you see each value as a preview with its type. If the type is wrong, change it right on the entry. Values marked red are not saved: freemail domains, invalid values and links to LinkedIn pages other than profiles (they show Not recognized until you choose a type). For company names with a comma: one entry per line. As soon as the field contains a line break, the comma only separates lists of email addresses, domains or LinkedIn links. "Miller, Smith & Co. LLC" then stays one entry, "a@example.com, b@example.com" become two. The save button adds all valid values. The result shows how many were New, Duplicates, Invalid and Freemail. Duplicates are not an error. Uploading a CSV Under Upload CSV you drag a file onto the area or click Choose file. Delimiter and encoding are detected automatically. Then you choose the matching column for each type, or Do not use. One row can provide several values, for example an email address and a company. Import starts the upload. Large files are processed in blocks of 5,000 values each. At the end the summary shows how many values were New, Duplicates, Invalid and Freemail, and how many contacts were flagged. What happens to existing contacts Contacts that are already in your CRM are not deleted. They are only flagged as blocked so that nobody contacts them by mistake. In the lead list and the lead view you then see Blacklist next to the name. If you remove the entry again, the flag disappears too, unless another entry on the list still matches the contact. Where the blacklist applies - Browser extension: Blocked profiles are not created and no credits are used. - CSV lead import: Blocked rows are skipped. The result shows how many were on the blacklist. - Adding a lead manually: If the email address or the company is on the blacklist, the lead is not created. - API and AI assistants: Blocked leads are not created, the request is rejected with status 409 and the code blacklisted. - Campaigns: Blocked contacts are neither created nor added to a campaign when your campaigns are synced. - Replies from campaigns: If a blocked person replies anyway, the reply is saved and the contact is flagged. The rating as positive or negative still runs, but no workflows are triggered for this contact. Deleting entries Select one or more entries in the list and click Delete. After confirming, the entries are removed. Matching contacts lose their flag unless another entry still matches them. Use the search field and the All types filter to find single entries even in long lists. Via API and MCP You can also manage the blacklist without the page, for example from another system or with an AI assistant. - API: With an API key you list entries (GET /api/v1/blacklist), add one or up to 1,000 at once (POST /api/v1/blacklist, POST /api/v1/blacklist/bulk), remove them (DELETE /api/v1/blacklist/{id}) and check before contacting someone whether they are blocked (POST /api/v1/blacklist/check). You do not have to pass the type, it is detected just like in the field above. - AI assistants: If Claude, ChatGPT or another assistant is connected via MCP, a sentence like "Put competitor.com on the blacklist" or "Is max@example.com blocked?" is enough. Both follow the same rules as the page: values are stored in a uniform way, freemail domains are rejected, existing contacts are only flagged. Example: add an entry curl -X POST https://app.indeal.ai/api/v1/blacklist \ -H "Authorization: Bearer indeal_..." \ -H "Content-Type: application/json" \ -d '{ "value": "https://www.competitor.com" }' Response (status 201; for an existing entry status 200 with "status": "duplicate"): { "status": "created", "kind_detected": true, "entry": { "id": "...", "kind": "domain", "value": "competitor.com", "raw": "https://www.competitor.com", "source": "manual", "created_at": "..." } } Example: check before contacting curl -X POST https://app.indeal.ai/api/v1/blacklist/check \ -H "Authorization: Bearer indeal_..." \ -H "Content-Type: application/json" \ -d '{ "email": "max@competitor.com" }' { "blacklisted": true, "matches": [ { "kind": "domain", "value": "competitor.com", "via": "email" } ] } "blacklisted": true with an empty matches is possible: it means a platform-wide block, such as an opt-out, that is not on your own list. Error codes | Code | Status | Meaning | |---|---|---| | validation_error | 422 | value cannot be stored: freemail domain, invalid value or type not recognized | | validation_error | 400 | invalid input, e.g. more than 1,000 entries at once or no field for the check | | not_found | 404 | no entry with this ID | | internal | 503 | check temporarily unavailable, try again later | Next - Opening Setup and what's inside - Trash and Legal - inDeal API: create and update leads - Connect AI assistants to inDeal

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 - 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. Next - Creating, importing and enriching leads - Opening Setup and what's inside