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 #361
    Lead #361 received (Replacement)
    Élodie Cuendet, KVG in VD, replacement for lead #317.
  2. Lead #317
    Credit CHF 45.00 for Muster Conseil Romandie SA
    Lead #317 is credited on the invoice of the month the credit is issued.
  3. Lead #304
    Replaced by lead #360
    A new lead for the same product, delivered to Muster Finanz Zürich GmbH.
  4. Lead #360
    Sent to CRM
    Pipedrive person and deal "KVG lead #360" for Muster Finanz Zürich GmbH.
  5. Lead #360
    Assigned to Muster Finanz Zürich GmbH
    Replacement for lead #304 (Wrong number): a new matching lead was delivered to Muster Finanz Zürich GmbH. Replacements don't wait for daily capacity.
  6. Lead #360
    Lead #360 received (Replacement)
    Stefan Schmid, KVG in SZ, replacement for lead #304.
  7. Lead #304
    Credit CHF 45.00 for Muster Finanz Zürich GmbH
    Lead #304 is credited on the invoice of the month the credit is issued.
  8. Lead #359
    Name check failed
    Looks like a test entry ("test").
  9. Lead #359
    Lead #359 received (Meta Ads)
    Max Test, KVG in ZH.
  10. Lead #358
    Sent to CRM
    Pipedrive person and deal "VVG lead #358" for Muster Leben Zürichsee AG.
  11. Lead #358
    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).
  12. Lead #358
    Lead #358 received (Google Ads)
    Monika Frei, VVG in ZH.
  13. Lead #357
    Consent check failed
    No consent to be contacted; the lead may not be sold.
  14. Lead #357
    Lead #357 received (Website form)
    Anna Bühler, KVG in SG.
  15. Lead #356
    Sent to CRM
    Pipedrive person and deal "KVG lead #356" for Muster Finanz Zürich GmbH.
  16. Lead #356
    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.
  17. Lead #356
    Lead #356 received (Website form)
    Lea Zimmermann, KVG in AG.
  18. Lead #355
    Sent to CRM
    Pipedrive person and deal "VVG lead #355" for Muster Conseil Romandie SA.
  19. Lead #355
    Assigned to Muster Conseil Romandie SA
    VVG in VD: 1 eligible broker; Muster Conseil Romandie SA (2 of 20 used, 18 left).
  20. Lead #355
    Lead #355 received (Meta Ads)
    Loïc Fournier, VVG in VD.
  21. Lead #354
    Sent to CRM
    Pipedrive person and deal "VVG lead #354" for Muster Vorsorge Bern AG.
  22. Lead #354
    Assigned to Muster Vorsorge Bern AG
    VVG in SO: 2 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (0 of 25 used, 25 left); tied with Muster Vorsorge Basel AG, lower broker id wins.
  23. Lead #354
    Lead #354 received (Website form)
    Fabian Steiner, VVG in SO.
  24. Lead #353
    Sent to CRM
    Pipedrive person and deal "Car lead #353" for Muster Beratung Ostschweiz AG.
  25. Lead #353
    Assigned to Muster Beratung Ostschweiz AG
    Car in SG: 1 eligible broker; Muster Beratung Ostschweiz AG (0 of 15 used, 15 left).
  26. Lead #353
    Lead #353 received (Website form)
    Fabian Frei, Car in SG.
  27. Lead #352
    Sent to CRM
    Pipedrive person and deal "Life lead #352" for Muster Conseil Romandie SA.
  28. Lead #352
    Assigned to Muster Conseil Romandie SA
    Life in VD: 1 eligible broker; Muster Conseil Romandie SA (1 of 20 used, 19 left).
  29. Lead #352
    Lead #352 received (Meta Ads)
    Aurélie Morand, Life in VD.
  30. Lead #351
    Sent to CRM
    Pipedrive person and deal "VVG lead #351" for Muster Conseil Romandie SA.
  31. Lead #351
    Assigned to Muster Conseil Romandie SA
    VVG in GE: 1 eligible broker; Muster Conseil Romandie SA (0 of 20 used, 20 left).
  32. Lead #351
    Lead #351 received (Website form)
    Aurélie Perrin, VVG in GE.
  33. Lead #350
    Sent to CRM
    Pipedrive person and deal "VVG lead #350" for Muster Vorsorge Bern AG.
  34. Lead #350
    Assigned to Muster Vorsorge Bern AG
    VVG in AG: 3 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (2 of 25 used, 23 left); tied with Muster Finanz Zürich GmbH, Muster Vorsorge Basel AG, lower broker id wins.
  35. Lead #350
    Lead #350 received (Website form)
    Thomas Roth, VVG in AG.
  36. Lead #349
    Sent to CRM
    Pipedrive person and deal "KVG lead #349" for Muster Conseil Romandie SA.
  37. Lead #349
    Assigned to Muster Conseil Romandie SA
    KVG in VS: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).