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 #372
    Sent to CRM
    Pipedrive person and deal "VVG lead #372" for Muster Conseil Romandie SA.
  2. Lead #372
    Assigned to Muster Conseil Romandie SA
    VVG in VS: 1 eligible broker; Muster Conseil Romandie SA (4 of 20 used, 16 left).
  3. Lead #372
    Lead #372 received (Comparison partner)
    Nathalie Girard, VVG in VS.
  4. Lead #371
    Email check failed
    Disposable email domain (wegwerf.example).
  5. Lead #371
    Lead #371 received (Website form)
    Andrea Schmid, KVG in ZH.
  6. Lead #370
    Sent to CRM
    Pipedrive person and deal "Life lead #370" for Muster Leben Zürichsee AG.
  7. Lead #370
    Assigned to Muster Leben Zürichsee AG
    Life in ZH: 1 eligible broker; Muster Leben Zürichsee AG (0 of 15 used, 15 left).
  8. Lead #370
    Lead #370 received (Meta Ads)
    Martin Zürcher, Life in ZH.
  9. Lead #369
    Sent to CRM
    Pipedrive person and deal "KVG lead #369" for Muster Conseil Romandie SA.
  10. Lead #369
    Assigned to Muster Conseil Romandie SA
    KVG in NE: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).
  11. Lead #369
    Lead #369 received (Google Ads)
    Nicolas Jaquet, KVG in NE.
  12. Lead #368
    Sent to CRM
    Pipedrive person and deal "Car lead #368" for Muster Finanz Zürich GmbH.
  13. Lead #368
    Assigned to Muster Finanz Zürich GmbH
    Car in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (2 of 30 used, 28 left).
  14. Lead #368
    Lead #368 received (Google Ads)
    Laura Steiner, Car in ZH.
  15. Lead #367
    Sent to CRM
    Pipedrive person and deal "Car lead #367" for Muster Finanz Zürich GmbH.
  16. Lead #367
    Assigned to Muster Finanz Zürich GmbH
    Car in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (1 of 30 used, 29 left).
  17. Lead #367
    Lead #367 received (Meta Ads)
    Martin Keller, Car in ZH.
  18. Lead #366
    Sent to CRM
    Pipedrive person and deal "Car lead #366" for Muster Vorsorge Basel AG.
  19. Lead #366
    Assigned to Muster Vorsorge Basel AG
    Car in BL: 1 eligible broker; Muster Vorsorge Basel AG (0 of 15 used, 15 left).
  20. Lead #366
    Lead #366 received (Meta Ads)
    Thomas Müller, Car in BL.
  21. Lead #365
    Sent to CRM
    Pipedrive person and deal "Car lead #365" for Muster Finanz Zürich GmbH.
  22. Lead #365
    Assigned to Muster Finanz Zürich GmbH
    Car in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (0 of 30 used, 30 left).
  23. Lead #365
    Lead #365 received (Google Ads)
    Fabian Keller, Car in ZH.
  24. Lead #364
    Sent to CRM
    Pipedrive person and deal "VVG lead #364" for Muster Conseil Romandie SA.
  25. Lead #364
    Assigned to Muster Conseil Romandie SA
    VVG in GE: 1 eligible broker; Muster Conseil Romandie SA (2 of 20 used, 18 left).
  26. Lead #364
    Lead #364 received (Website form)
    Yves Dubois, VVG in GE.
  27. Lead #312
    Replaced by lead #363
    A new lead for the same product, delivered to Muster Vorsorge Bern AG.
  28. Lead #363
    Sent to CRM
    Pipedrive person and deal "KVG lead #363" for Muster Vorsorge Bern AG.
  29. Lead #363
    Assigned to Muster Vorsorge Bern AG
    Replacement for lead #312 (Already had it): a new matching lead was delivered to Muster Vorsorge Bern AG. Replacements don't wait for daily capacity.
  30. Lead #363
    Lead #363 received (Replacement)
    Anna Steiner, KVG in AG, replacement for lead #312.
  31. Lead #312
    Credit CHF 45.00 for Muster Vorsorge Bern AG
    Lead #312 is credited on the invoice of the month the credit is issued.
  32. Lead #361
    Replaced by lead #362
    A new lead for the same product, delivered to Muster Conseil Romandie SA.
  33. Lead #362
    Sent to CRM
    Pipedrive person and deal "KVG lead #362" for Muster Conseil Romandie SA.
  34. Lead #362
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #361 (Not reachable): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.
  35. Lead #362
    Lead #362 received (Replacement)
    Olivier Bonvin, KVG in VD, replacement for lead #361.
  36. Lead #361
    Credit CHF 45.00 for Muster Conseil Romandie SA
    Lead #361 is credited on the invoice of the month the credit is issued.
  37. Lead #317
    Replaced by lead #361
    A new lead for the same product, delivered to Muster Conseil Romandie SA.
  38. Lead #361
    Sent to CRM
    Pipedrive person and deal "KVG lead #361" for Muster Conseil Romandie SA.
  39. Lead #361
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #317 (Wrong number): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.