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 #320
    Lead #320 received (Replacement)
    Loïc Mottier, KVG in VD, replacement for lead #293.
  2. Lead #293
    Credit CHF 45.00 for Muster Conseil Romandie SA
    Lead #293 is credited on the invoice of the month the credit is issued.
  3. Lead #319
    Sent to CRM
    Pipedrive person and deal "VVG lead #319" for Muster Conseil Romandie SA.
  4. Lead #319
    Assigned to Muster Conseil Romandie SA
    VVG in VD: 1 eligible broker; Muster Conseil Romandie SA (6 of 20 used, 14 left).
  5. Lead #319
    Lead #319 received (Website form)
    Sébastien Dubois, VVG in VD.
  6. Lead #318
    Sent to CRM
    Pipedrive person and deal "KVG lead #318" for Muster Beratung Ostschweiz AG.
  7. Lead #318
    Assigned to Muster Beratung Ostschweiz AG
    KVG in TG: 1 eligible broker; Muster Beratung Ostschweiz AG (0 of 15 used, 15 left).
  8. Lead #318
    Lead #318 received (Meta Ads)
    Fabian Meier, KVG in TG.
  9. Lead #306
    Replaced by lead #317
    A new lead for the same product, delivered to Muster Conseil Romandie SA.
  10. Lead #317
    Sent to CRM
    Pipedrive person and deal "KVG lead #317" for Muster Conseil Romandie SA.
  11. Lead #317
    Assigned to Muster Conseil Romandie SA
    Replacement for lead #306 (Not reachable): a new matching lead was delivered to Muster Conseil Romandie SA. Replacements don't wait for daily capacity.
  12. Lead #317
    Lead #317 received (Replacement)
    Chloé Fournier, KVG in VD, replacement for lead #306.
  13. Lead #306
    Credit CHF 45.00 for Muster Conseil Romandie SA
    Lead #306 is credited on the invoice of the month the credit is issued.
  14. Lead #316
    Sent to CRM
    Pipedrive person and deal "KVG lead #316" for Muster Vorsorge Basel AG.
  15. Lead #316
    Assigned to Muster Vorsorge Basel AG
    KVG in BS: 1 eligible broker; Muster Vorsorge Basel AG (0 of 15 used, 15 left).
  16. Lead #316
    Lead #316 received (Website form)
    Beat Weber, KVG in BS.
  17. Lead #265
    Replaced by lead #315
    A new lead for the same product, delivered to Muster Broker Zentral GmbH.
  18. Lead #315
    Sent to CRM
    Pipedrive person and deal "VVG lead #315" for Muster Broker Zentral GmbH.
  19. Lead #315
    Assigned to Muster Broker Zentral GmbH
    Replacement for lead #265 (Wrong number): a new matching lead was delivered to Muster Broker Zentral GmbH. Replacements don't wait for daily capacity.
  20. Lead #315
    Lead #315 received (Replacement)
    Simon Schneider, VVG in OW, replacement for lead #265.
  21. Lead #265
    Credit CHF 60.00 for Muster Broker Zentral GmbH
    Lead #265 is credited on the invoice of the month the credit is issued.
  22. Lead #314
    Sent to CRM
    Pipedrive person and deal "Life lead #314" for Muster Conseil Romandie SA.
  23. Lead #314
    Assigned to Muster Conseil Romandie SA
    Life in GE: 1 eligible broker; Muster Conseil Romandie SA (4 of 20 used, 16 left).
  24. Lead #314
    Lead #314 received (Website form)
    Pierre Rey, Life in GE.
  25. Lead #313
    Sent to CRM
    Pipedrive person and deal "KVG lead #313" for Muster Conseil Romandie SA.
  26. Lead #313
    Assigned to Muster Conseil Romandie SA
    KVG in GE: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).
  27. Lead #313
    Lead #313 received (Comparison partner)
    Julien Girard, KVG in GE.
  28. Lead #273
    Replaced by lead #312
    A new lead for the same product, delivered to Muster Vorsorge Bern AG.
  29. Lead #312
    Sent to CRM
    Pipedrive person and deal "KVG lead #312" for Muster Vorsorge Bern AG.
  30. Lead #312
    Assigned to Muster Vorsorge Bern AG
    Replacement for lead #273 (Not reachable): a new matching lead was delivered to Muster Vorsorge Bern AG. Replacements don't wait for daily capacity.
  31. Lead #312
    Lead #312 received (Replacement)
    Lara Schneider, KVG in AG, replacement for lead #273.
  32. Lead #273
    Credit CHF 45.00 for Muster Vorsorge Bern AG
    Lead #273 is credited on the invoice of the month the credit is issued.
  33. Lead #311
    Consent check failed
    No consent to be contacted; the lead may not be sold.
  34. Lead #311
    Lead #311 received (Website form)
    Daniel Roth, VVG in SO.
  35. Lead #310
    Consent check failed
    No consent to be contacted; the lead may not be sold.
  36. Lead #310
    Lead #310 received (Website form)
    Thomas Aebi, VVG in GR.
  37. Lead #309
    Sent to CRM
    Pipedrive person and deal "Car lead #309" for Muster Finanz Zürich GmbH.
  38. Lead #309
    Assigned to Muster Finanz Zürich GmbH
    Car in ZH: 1 eligible broker; Muster Finanz Zürich GmbH (1 of 30 used, 29 left).
  39. Lead #309
    Lead #309 received (Website form)
    Monika Baumann, Car in ZH.
  40. Lead #308
    Sent to CRM
    Pipedrive person and deal "KVG lead #308" for Muster Vorsorge Bern AG.
  41. Lead #308
    Assigned to Muster Vorsorge Bern AG
    KVG in FR: 2 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (0 of 25 used, 25 left).
  42. Lead #308
    Lead #308 received (Website form)
    Olivier Perrin, KVG in FR.