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 #401
    Sent to CRM
    Pipedrive person and deal "KVG lead #401" for Muster Beratung Ostschweiz AG.
  2. Lead #401
    Assigned to Muster Beratung Ostschweiz AG
    KVG in SG: 1 eligible broker; Muster Beratung Ostschweiz AG (1 of 15 used, 14 left).
  3. Lead #401
    Lead #401 received (Comparison partner)
    Jan Baumann, KVG in SG.
  4. Lead #400
    Sent to CRM
    Pipedrive person and deal "KVG lead #400" for Muster Broker Zentral GmbH.
  5. Lead #400
    Assigned to Muster Broker Zentral GmbH
    KVG in LU: 1 eligible broker; Muster Broker Zentral GmbH (0 of 12 used, 12 left).
  6. Lead #400
    Lead #400 received (Meta Ads)
    David Kälin, KVG in LU.
  7. Lead #399
    Sent to CRM
    Pipedrive person and deal "KVG lead #399" for Muster Vorsorge Bern AG.
  8. Lead #399
    Assigned to Muster Vorsorge Bern AG
    KVG in BE: 1 eligible broker; Muster Vorsorge Bern AG (1 of 25 used, 24 left).
  9. Lead #399
    Lead #399 received (Meta Ads)
    Noah Keller, KVG in BE.
  10. Lead #398
    Sent to CRM
    Pipedrive person and deal "VVG lead #398" for Muster Beratung Ostschweiz AG.
  11. Lead #398
    Assigned to Muster Beratung Ostschweiz AG
    VVG in SG: 2 eligible brokers; Muster Beratung Ostschweiz AG had the fewest leads today (0 of 15 used, 15 left).
  12. Lead #398
    Lead #398 received (Meta Ads)
    Urs Frei, VVG in SG.
  13. Lead #397
    Duplicate check failed
    Same email as lead #226 from 15.10.2026 (within 30 days).
  14. Lead #397
    Lead #397 received (Google Ads)
    Yves Bonvin, Life in VD.
  15. Lead #396
    Duplicate check failed
    Same phone as lead #210 from 14.10.2026 (within 30 days).
  16. Lead #396
    Lead #396 received (Website form)
    Stefan Bühler, Life in VD.
  17. Lead #395
    Sent to CRM
    Pipedrive person and deal "Life lead #395" for Muster Leben Zürichsee AG.
  18. Lead #395
    Assigned to Muster Leben Zürichsee AG
    Life in SG: 1 eligible broker; Muster Leben Zürichsee AG (0 of 15 used, 15 left).
  19. Lead #395
    Lead #395 received (Website form)
    Simon Weber, Life in SG.
  20. Lead #394
    Sent to CRM
    Pipedrive person and deal "KVG lead #394" for Muster Conseil Romandie SA.
  21. Lead #394
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (0 of 20 used, 20 left).
  22. Lead #394
    Lead #394 received (Website form)
    Olivier Cuendet, KVG in VD.
  23. Lead #354
    Replaced by lead #393
    A new lead for the same product, delivered to Muster Vorsorge Bern AG.
  24. Lead #393
    Sent to CRM
    Pipedrive person and deal "VVG lead #393" for Muster Vorsorge Bern AG.
  25. Lead #393
    Assigned to Muster Vorsorge Bern AG
    Replacement for lead #354 (Not reachable): a new matching lead was delivered to Muster Vorsorge Bern AG. Replacements don't wait for daily capacity.
  26. Lead #393
    Lead #393 received (Replacement)
    Laura Weber, VVG in SO, replacement for lead #354.
  27. Lead #354
    Credit CHF 60.00 for Muster Vorsorge Bern AG
    Lead #354 is credited on the invoice of the month the credit is issued.
  28. Lead #379
    Replaced by lead #392
    A new lead for the same product, delivered to Muster Vorsorge Basel AG.
  29. Lead #392
    Sent to CRM
    Pipedrive person and deal "VVG lead #392" for Muster Vorsorge Basel AG.
  30. Lead #392
    Assigned to Muster Vorsorge Basel AG
    Replacement for lead #379 (Not reachable): a new matching lead was delivered to Muster Vorsorge Basel AG. Replacements don't wait for daily capacity.
  31. Lead #392
    Lead #392 received (Replacement)
    Thomas Weber, VVG in BS, replacement for lead #379.
  32. Lead #379
    Credit CHF 60.00 for Muster Vorsorge Basel AG
    Lead #379 is credited on the invoice of the month the credit is issued.
  33. Lead #391
    Sent to CRM
    Pipedrive person and deal "Life lead #391" for Muster Leben Zürichsee AG.
  34. Lead #391
    Assigned to Muster Leben Zürichsee AG
    Life in ZH: 1 eligible broker; Muster Leben Zürichsee AG (1 of 15 used, 14 left).
  35. Lead #391
    Lead #391 received (Website form)
    Daniel Graf, Life in ZH.
  36. Lead #390
    Phone check failed
    Foreign number (country code +44); only Swiss numbers are accepted.
  37. Lead #390
    Lead #390 received (Google Ads)
    Fabian Widmer, Life in BE.
  38. Lead #389
    Sent to CRM
    Pipedrive person and deal "Life lead #389" for Muster Vorsorge Bern AG.
  39. Lead #389
    Assigned to Muster Vorsorge Bern AG
    Life in SO: 2 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (2 of 25 used, 23 left); tied with Muster Vorsorge Basel AG, lower broker id wins.
  40. Lead #389
    Lead #389 received (Google Ads)
    Jan Fischer, Life in SO.
  41. Lead #388
    Sent to CRM
    Pipedrive person and deal "Life lead #388" for Muster Leben Zürichsee AG.
  42. Lead #388
    Assigned to Muster Leben Zürichsee AG
    Life in ZH: 1 eligible broker; Muster Leben Zürichsee AG (0 of 15 used, 15 left).
  43. Lead #388
    Lead #388 received (Website form)
    Ursula Graf, Life in ZH.
  44. Lead #387
    Sent to CRM
    Pipedrive person and deal "Car lead #387" for Muster Beratung Ostschweiz AG.
  45. Lead #387
    Assigned to Muster Beratung Ostschweiz AG
    Car in TG: 1 eligible broker; Muster Beratung Ostschweiz AG (1 of 15 used, 14 left).