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 #387
    Lead #387 received (Website form)
    Julia Aebi, Car in TG.
  2. Lead #386
    Sent to CRM
    Pipedrive person and deal "KVG lead #386" for Muster Vorsorge Bern AG.
  3. Lead #386
    Assigned to Muster Vorsorge Bern AG
    KVG in SO: 2 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (1 of 25 used, 24 left).
  4. Lead #386
    Lead #386 received (Meta Ads)
    Michael Graf, KVG in SO.
  5. Lead #385
    Consent check failed
    No consent to be contacted; the lead may not be sold.
  6. Lead #385
    Lead #385 received (Website form)
    Giulia Bassi, KVG in TI.
  7. Lead #384
    Email check failed
    "reto.zimmermann.example.com" is not a valid email address.
  8. Lead #384
    Lead #384 received (Website form)
    Reto Zimmermann, Car in LU.
  9. Lead #383
    Sent to CRM
    Pipedrive person and deal "KVG lead #383" for Muster Conseil Romandie SA.
  10. Lead #383
    Assigned to Muster Conseil Romandie SA
    KVG in NE: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).
  11. Lead #383
    Lead #383 received (Website form)
    Nathalie Rey, KVG in NE.
  12. Lead #382
    Sent to CRM
    Pipedrive person and deal "VVG lead #382" for Muster Vorsorge Bern AG.
  13. Lead #382
    Assigned to Muster Vorsorge Bern AG
    VVG in BE: 1 eligible broker; Muster Vorsorge Bern AG (0 of 25 used, 25 left).
  14. Lead #382
    Lead #382 received (Google Ads)
    Jan Brunner, VVG in BE.
  15. Lead #381
    Sent to CRM
    Pipedrive person and deal "KVG lead #381" for Muster Vorsorge Basel AG.
  16. Lead #381
    Assigned to Muster Vorsorge Basel AG
    KVG in BL: 1 eligible broker; Muster Vorsorge Basel AG (1 of 15 used, 14 left).
  17. Lead #381
    Lead #381 received (Website form)
    Sandra Roth, KVG in BL.
  18. Lead #380
    Sent to CRM
    Pipedrive person and deal "KVG lead #380" for Muster Finanz Zürich GmbH.
  19. Lead #380
    Assigned to Muster Finanz Zürich GmbH
    KVG in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (0 of 30 used, 30 left).
  20. Lead #380
    Lead #380 received (Google Ads)
    Nina Schmid, KVG in ZH.
  21. Lead #379
    Sent to CRM
    Pipedrive person and deal "VVG lead #379" for Muster Vorsorge Basel AG.
  22. Lead #379
    Assigned to Muster Vorsorge Basel AG
    VVG in BS: 1 eligible broker; Muster Vorsorge Basel AG (0 of 15 used, 15 left).
  23. Lead #379
    Lead #379 received (Website form)
    Nina Wyss, VVG in BS.
  24. Lead #378
    Sent to CRM
    Pipedrive person and deal "KVG lead #378" for Muster Consulenza Ticino SA.
  25. Lead #378
    Assigned to Muster Consulenza Ticino SA
    KVG in TI: 1 eligible broker; Muster Consulenza Ticino SA (0 of 8 used, 8 left).
  26. Lead #378
    Lead #378 received (Comparison partner)
    Paolo Galli, KVG in TI.
  27. Lead #377
    Sent to CRM
    Pipedrive person and deal "KVG lead #377" for Muster Conseil Romandie SA.
  28. Lead #377
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (2 of 20 used, 18 left).
  29. Lead #377
    Lead #377 received (Comparison partner)
    Camille Rey, KVG in VD.
  30. Lead #376
    Sent to CRM
    Pipedrive person and deal "KVG lead #376" for Muster Beratung Ostschweiz AG.
  31. Lead #376
    Assigned to Muster Beratung Ostschweiz AG
    KVG in SG: 1 eligible broker; Muster Beratung Ostschweiz AG (0 of 15 used, 15 left).
  32. Lead #376
    Lead #376 received (Meta Ads)
    Urs Graf, KVG in SG.
  33. Lead #375
    Sent to CRM
    Pipedrive person and deal "KVG lead #375" for Muster Conseil Romandie SA.
  34. Lead #375
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (1 of 20 used, 19 left).
  35. Lead #375
    Lead #375 received (Meta Ads)
    Nathalie Jaquet, KVG in VD.
  36. Lead #374
    Sent to CRM
    Pipedrive person and deal "KVG lead #374" for Muster Conseil Romandie SA.
  37. Lead #374
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (0 of 20 used, 20 left).
  38. Lead #374
    Lead #374 received (Comparison partner)
    Camille Morand, KVG in VD.
  39. Lead #365
    Replaced by lead #373
    A new lead for the same product, delivered to Muster Finanz Zürich GmbH.
  40. Lead #373
    Sent to CRM
    Pipedrive person and deal "Car lead #373" for Muster Finanz Zürich GmbH.
  41. Lead #373
    Assigned to Muster Finanz Zürich GmbH
    Replacement for lead #365 (Wrong number): a new matching lead was delivered to Muster Finanz Zürich GmbH. Replacements don't wait for daily capacity.
  42. Lead #373
    Lead #373 received (Replacement)
    Corinne Kälin, Car in ZH, replacement for lead #365.
  43. Lead #365
    Credit CHF 35.00 for Muster Finanz Zürich GmbH
    Lead #365 is credited on the invoice of the month the credit is issued.