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. Lead #293
    Sent to CRM
    Pipedrive person and deal "KVG lead #293" for Muster Conseil Romandie SA.
  2. Lead #293
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #288 (Not reachable): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.
  3. Lead #293
    Lead #293 received (Replacement)
    Yves Perrin, KVG in VD, replacement for lead #288.
  4. Lead #288
    Credit CHF 45.00 for Muster Conseil Romandie SA
    Lead #288 is credited on the invoice of the month the credit is issued.
  5. Lead #292
    Sent to CRM
    Pipedrive person and deal "VVG lead #292" for Muster Leben Zürichsee AG.
  6. Lead #292
    Assigned to Muster Leben Zürichsee AG
    VVG in ZH: 2 eligible brokers; Muster Leben Zürichsee AG had the fewest leads today (0 of 15 used, 15 left).
  7. Lead #292
    Lead #292 received (Google Ads)
    Stefan Müller, VVG in ZH.
  8. Lead #291
    Sent to CRM
    Pipedrive person and deal "VVG lead #291" for Muster Vorsorge Basel AG.
  9. Lead #291
    Assigned to Muster Vorsorge Basel AG
    VVG in AG: 3 eligible brokers; Muster Vorsorge Basel AG had the fewest leads today (0 of 15 used, 15 left).
  10. Lead #291
    Lead #291 received (Website form)
    Andrea Gerber, VVG in AG.
  11. Lead #290
    Sent to CRM
    Pipedrive person and deal "KVG lead #290" for Muster Vorsorge Bern AG.
  12. Lead #290
    Assigned to Muster Vorsorge Bern AG
    KVG in BE: 1 eligible broker; Muster Vorsorge Bern AG (1 of 25 used, 24 left).
  13. Lead #290
    Lead #290 received (Comparison partner)
    Beat Schneider, KVG in BE.
  14. Lead #289
    Sent to CRM
    Pipedrive person and deal "KVG lead #289" for Muster Beratung Ostschweiz AG.
  15. Lead #289
    Assigned to Muster Beratung Ostschweiz AG
    KVG in AR: 1 eligible broker; Muster Beratung Ostschweiz AG (0 of 15 used, 15 left).
  16. Lead #289
    Lead #289 received (Comparison partner)
    Sandra Moser, KVG in AR.
  17. Lead #288
    Sent to CRM
    Pipedrive person and deal "KVG lead #288" for Muster Conseil Romandie SA.
  18. Lead #288
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (1 of 20 used, 19 left).
  19. Lead #288
    Lead #288 received (Google Ads)
    Sophie Cuendet, KVG in VD.
  20. Lead #287
    Sent to CRM
    Pipedrive person and deal "KVG lead #287" for Muster Finanz Zürich GmbH.
  21. Lead #287
    Assigned to Muster Finanz Zürich GmbH
    KVG in AG: 3 eligible brokers; Muster Finanz Zürich GmbH had the fewest leads today (0 of 30 used, 30 left); tied with Muster Vorsorge Basel AG, lower broker id wins.
  22. Lead #287
    Lead #287 received (Website form)
    Sandra Meyer, KVG in AG.
  23. Lead #286
    Sent to CRM
    Pipedrive person and deal "KVG lead #286" for Muster Conseil Romandie SA.
  24. Lead #286
    Assigned to Muster Conseil Romandie SA
    KVG in VS: 1 eligible broker; Muster Conseil Romandie SA (0 of 20 used, 20 left).
  25. Lead #286
    Lead #286 received (Website form)
    Sophie Morand, KVG in VS.
  26. Lead #285
    Sent to CRM
    Pipedrive person and deal "VVG lead #285" for Muster Vorsorge Bern AG.
  27. Lead #285
    Assigned to Muster Vorsorge Bern AG
    VVG in BE: 1 eligible broker; Muster Vorsorge Bern AG (0 of 25 used, 25 left).
  28. Lead #285
    Lead #285 received (Comparison partner)
    Lukas Meier, VVG in BE.
  29. Lead #252
    Replaced by lead #284
    A new lead for the same product, delivered to Muster Consulenza Ticino SA.
  30. Lead #284
    Sent to CRM
    Pipedrive person and deal "VVG lead #284" for Muster Consulenza Ticino SA.
  31. Lead #284
    Assigned to Muster Consulenza Ticino SA
    Replacement for lead #252 (Not reachable): a new matching lead was delivered to Muster Consulenza Ticino SA. Replacements don't wait for daily capacity.
  32. Lead #284
    Lead #284 received (Replacement)
    Davide Rossi, VVG in TI, replacement for lead #252.
  33. Lead #252
    Credit CHF 60.00 for Muster Consulenza Ticino SA
    Lead #252 is credited on the invoice of the month the credit is issued.
  34. Lead #260
    Replaced by lead #283
    A new lead for the same product, delivered to Muster Conseil Romandie SA.
  35. Lead #283
    Sent to CRM
    Pipedrive person and deal "KVG lead #283" for Muster Conseil Romandie SA.
  36. Lead #283
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #260 (Not reachable): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.
  37. Lead #283
    Lead #283 received (Replacement)
    Manon Chappuis, KVG in JU, replacement for lead #260.
  38. Lead #260
    Credit CHF 45.00 for Muster Conseil Romandie SA
    Lead #260 is credited on the invoice of the month the credit is issued.
  39. Lead #282
    Sent to CRM
    Pipedrive person and deal "VVG lead #282" for Muster Conseil Romandie SA.
  40. Lead #282
    Assigned to Muster Conseil Romandie SA
    VVG in NE: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).
  41. Lead #282
    Lead #282 received (Comparison partner)
    Olivier Chappuis, VVG in NE.