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 #334
    Lead #334 received (Website form)
    Sarah Gerber, Car in UR.
  2. Lead #333
    Duplicate check failed
    Same email as lead #108 from 06.10.2026 (within 30 days).
  3. Lead #333
    Lead #333 received (Google Ads)
    Aurélie Girard, KVG in JU.
  4. Lead #332
    Sent to CRM
    Pipedrive person and deal "KVG lead #332" for Muster Conseil Romandie SA.
  5. Lead #332
    Assigned to Muster Conseil Romandie SA
    KVG in VS: 1 eligible broker; Muster Conseil Romandie SA (6 of 20 used, 14 left).
  6. Lead #332
    Lead #332 received (Google Ads)
    Aurélie Chappuis, KVG in VS.
  7. Lead #331
    Sent to CRM
    Pipedrive person and deal "Car lead #331" for Muster Conseil Romandie SA.
  8. Lead #331
    Assigned to Muster Conseil Romandie SA
    Car in VD: 1 eligible broker; Muster Conseil Romandie SA (5 of 20 used, 15 left).
  9. Lead #331
    Lead #331 received (Website form)
    Aurélie Perrin, Car in VD.
  10. Lead #330
    Sent to CRM
    Pipedrive person and deal "KVG lead #330" for Muster Vorsorge Basel AG.
  11. Lead #330
    Assigned to Muster Vorsorge Basel AG
    KVG in JU: 2 eligible brokers; Muster Vorsorge Basel AG had the fewest leads today (1 of 15 used, 14 left).
  12. Lead #330
    Email check warning
    Possible typo in "gamil.example". Did you mean lea.rochat@gmail.example?
  13. Lead #330
    Lead #330 received (Website form)
    Léa Rochat, KVG in JU.
  14. Lead #329
    Sent to CRM
    Pipedrive person and deal "KVG lead #329" for Muster Broker Zentral GmbH.
  15. Lead #329
    Assigned to Muster Broker Zentral GmbH
    KVG in LU: 1 eligible broker; Muster Broker Zentral GmbH (0 of 12 used, 12 left).
  16. Lead #329
    Lead #329 received (Meta Ads)
    Reto Gerber, KVG in LU.
  17. Lead #263
    Replaced by lead #328
    A new lead for the same product, delivered to Muster Finanz Zürich GmbH.
  18. Lead #328
    Sent to CRM
    Pipedrive person and deal "KVG lead #328" for Muster Finanz Zürich GmbH.
  19. Lead #328
    Assigned to Muster Finanz Zürich GmbH
    Replacement for lead #263 (Wrong number): a new matching lead was delivered to Muster Finanz Zürich GmbH. Replacements don't wait for daily capacity.
  20. Lead #328
    Lead #328 received (Replacement)
    Martin Bühler, KVG in ZH, replacement for lead #263.
  21. Lead #263
    Credit CHF 45.00 for Muster Finanz Zürich GmbH
    Lead #263 is credited on the invoice of the month the credit is issued.
  22. Lead #327
    Sent to CRM
    Pipedrive person and deal "Car lead #327" for Muster Conseil Romandie SA.
  23. Lead #327
    Assigned to Muster Conseil Romandie SA
    Car in VD: 1 eligible broker; Muster Conseil Romandie SA (4 of 20 used, 16 left).
  24. Lead #327
    Lead #327 received (Website form)
    Sophie Morand, Car in VD.
  25. Lead #326
    Sent to CRM
    Pipedrive person and deal "Car lead #326" for Muster Conseil Romandie SA.
  26. Lead #326
    Assigned to Muster Conseil Romandie SA
    Car in FR: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).
  27. Lead #326
    Lead #326 received (Website form)
    Pierre Cuendet, Car in FR.
  28. Lead #325
    Phone check failed
    Wrong length: 7 digits after the leading 0, expected 9.
  29. Lead #325
    Lead #325 received (Meta Ads)
    Stefan Fischer, VVG in SG.
  30. Lead #324
    Sent to CRM
    Pipedrive person and deal "Life lead #324" for Muster Conseil Romandie SA.
  31. Lead #324
    Assigned to Muster Conseil Romandie SA
    Life in VD: 1 eligible broker; Muster Conseil Romandie SA (2 of 20 used, 18 left).
  32. Lead #324
    Lead #324 received (Meta Ads)
    Aurélie Bonvin, Life in VD.
  33. Lead #323
    Sent to CRM
    Pipedrive person and deal "Life lead #323" for Muster Vorsorge Basel AG.
  34. Lead #323
    Assigned to Muster Vorsorge Basel AG
    Life in AG: 2 eligible brokers; Muster Vorsorge Basel AG had the fewest leads today (0 of 15 used, 15 left).
  35. Lead #323
    Lead #323 received (Meta Ads)
    Andrea Aebi, Life in AG.
  36. Lead #322
    Sent to CRM
    Pipedrive person and deal "VVG lead #322" for Muster Vorsorge Bern AG.
  37. Lead #322
    Assigned to Muster Vorsorge Bern AG
    VVG in AG: 3 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (0 of 25 used, 25 left); tied with Muster Finanz Zürich GmbH, Muster Vorsorge Basel AG, lower broker id wins.
  38. Lead #322
    Lead #322 received (Website form)
    Fabian Widmer, VVG in AG.
  39. Lead #264
    Replaced by lead #321
    A new lead for the same product, delivered to Muster Conseil Romandie SA.
  40. Lead #321
    Sent to CRM
    Pipedrive person and deal "KVG lead #321" for Muster Conseil Romandie SA.
  41. Lead #321
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #264 (Already had it): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.
  42. Lead #321
    Lead #321 received (Replacement)
    Céline Rochat, KVG in GE, replacement for lead #264.
  43. Lead #264
    Credit CHF 45.00 for Muster Conseil Romandie SA
    Lead #264 is credited on the invoice of the month the credit is issued.
  44. Lead #293
    Replaced by lead #320
    A new lead for the same product, delivered to Muster Conseil Romandie SA.
  45. Lead #320
    Sent to CRM
    Pipedrive person and deal "KVG lead #320" for Muster Conseil Romandie SA.
  46. Lead #320
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #293 (Wrong number): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.