SDI Lab / Lead-gen automation Demo: brokers, people and numbers are made up. Data resets every night at 03:30.

Activity

Every step the pipeline took, newest first.

  1. Demo data seeded
    8 brokers and 412 leads over the last 30 days, with checks, assignments, feedback (Reached, Not reachable, Wrong number, Already had it, Not interested) and replacements.
  2. Lead #412
    Sent to CRM
    Pipedrive person and deal "KVG lead #412" for Muster Finanz Zürich GmbH.
  3. Lead #412
    Assigned to Muster Finanz Zürich GmbH
    KVG in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (1 of 30 used, 29 left).
  4. Lead #412
    Lead #412 received (Website form)
    Reto Schneider, KVG in ZH.
  5. Lead #411
    Sent to CRM
    Pipedrive person and deal "Car lead #411" for Muster Finanz Zürich GmbH.
  6. Lead #411
    Assigned to Muster Finanz Zürich GmbH
    Car in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (0 of 30 used, 30 left).
  7. Lead #411
    Lead #411 received (Meta Ads)
    Mia Baumann, Car in ZH.
  8. Lead #372
    Replaced by lead #410
    A new lead for the same product, delivered to Muster Conseil Romandie SA.
  9. Lead #410
    Sent to CRM
    Pipedrive person and deal "VVG lead #410" for Muster Conseil Romandie SA.
  10. Lead #410
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #372 (Wrong number): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.
  11. Lead #410
    Lead #410 received (Replacement)
    Céline Rey, VVG in VS, replacement for lead #372.
  12. Lead #372
    Credit CHF 60.00 for Muster Conseil Romandie SA
    Lead #372 is credited on the invoice of the month the credit is issued.
  13. Lead #409
    Waiting: no broker available
    Life in TI: no broker serves this product in this canton. The lead waits for a broker.
  14. Lead #409
    Lead #409 received (Comparison partner)
    Marco Bassi, Life in TI.
  15. Lead #408
    Sent to CRM
    Pipedrive person and deal "VVG lead #408" for Muster Conseil Romandie SA.
  16. Lead #408
    Assigned to Muster Conseil Romandie SA
    VVG in GE: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).
  17. Lead #408
    Lead #408 received (Comparison partner)
    Antoine Rey, VVG in GE.
  18. Lead #402
    Replaced by lead #407
    A new lead for the same product, delivered to Muster Vorsorge Basel AG.
  19. Lead #407
    Sent to CRM
    Pipedrive person and deal "KVG lead #407" for Muster Vorsorge Basel AG.
  20. Lead #407
    Assigned to Muster Vorsorge Basel AG
    Replacement for lead #402 (Wrong number): a new matching lead was delivered to Muster Vorsorge Basel AG. Replacements don't wait for daily capacity.
  21. Lead #407
    Lead #407 received (Replacement)
    Michael Brunner, KVG in BS, replacement for lead #402.
  22. Lead #402
    Credit CHF 45.00 for Muster Vorsorge Basel AG
    Lead #402 is credited on the invoice of the month the credit is issued.
  23. Lead #406
    Sent to CRM
    Pipedrive person and deal "KVG lead #406" for Muster Conseil Romandie SA.
  24. Lead #406
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (2 of 20 used, 18 left).
  25. Lead #406
    Postcode check warning
    Postcode 6430 is unusual for Vaud (VD), where postcodes start with 1xxx. Check the canton.
  26. Lead #406
    Lead #406 received (Website form)
    Sophie Fournier, KVG in VD.
  27. Lead #405
    Sent to CRM
    Pipedrive person and deal "VVG lead #405" for Muster Leben Zürichsee AG.
  28. Lead #405
    Assigned to Muster Leben Zürichsee AG
    VVG in TG: 2 eligible brokers; Muster Leben Zürichsee AG had the fewest leads today (1 of 15 used, 14 left).
  29. Lead #405
    Lead #405 received (Meta Ads)
    Sandra Schmid, VVG in TG.
  30. Lead #404
    Sent to CRM
    Pipedrive person and deal "KVG lead #404" for Muster Finanz Zürich GmbH.
  31. Lead #404
    Assigned to Muster Finanz Zürich GmbH
    KVG in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (0 of 30 used, 30 left).
  32. Lead #404
    Postcode check warning
    Postcode 6900 is unusual for Zürich (ZH), where postcodes start with 8xxx. Check the canton.
  33. Lead #404
    Lead #404 received (Website form)
    Lea Weber, KVG in ZH.
  34. Lead #403
    Sent to CRM
    Pipedrive person and deal "VVG lead #403" for Muster Conseil Romandie SA.
  35. Lead #403
    Assigned to Muster Conseil Romandie SA
    VVG in FR: 2 eligible brokers; Muster Conseil Romandie SA had the fewest leads today (1 of 20 used, 19 left).
  36. Lead #403
    Lead #403 received (Google Ads)
    Sébastien Chappuis, VVG in FR.
  37. Lead #402
    Sent to CRM
    Pipedrive person and deal "KVG lead #402" for Muster Vorsorge Basel AG.
  38. Lead #402
    Assigned to Muster Vorsorge Basel AG
    KVG in BS: 1 eligible broker; Muster Vorsorge Basel AG (1 of 15 used, 14 left).
  39. Lead #402
    Lead #402 received (Website form)
    Simon Meyer, KVG in BS.