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 #307
    Duplicate check failed
    Same phone and email as lead #154 from 09.10.2026 (within 30 days).
  2. Lead #307
    Lead #307 received (Comparison partner)
    Martin Frei, KVG in VS.
  3. Lead #306
    Sent to CRM
    Pipedrive person and deal "KVG lead #306" for Muster Conseil Romandie SA.
  4. Lead #306
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (2 of 20 used, 18 left).
  5. Lead #306
    Postcode check warning
    Postcode 9050 is unusual for Vaud (VD), where postcodes start with 1xxx. Check the canton.
  6. Lead #306
    Lead #306 received (Website form)
    Sophie Rey, KVG in VD.
  7. Lead #305
    Sent to CRM
    Pipedrive person and deal "VVG lead #305" for Muster Conseil Romandie SA.
  8. Lead #305
    Assigned to Muster Conseil Romandie SA
    VVG in VD: 1 eligible broker; Muster Conseil Romandie SA (1 of 20 used, 19 left).
  9. Lead #305
    Lead #305 received (Website form)
    Antoine Rey, VVG in VD.
  10. Lead #304
    Sent to CRM
    Pipedrive person and deal "KVG lead #304" for Muster Finanz Zürich GmbH.
  11. Lead #304
    Assigned to Muster Finanz Zürich GmbH
    KVG in SZ: 2 eligible brokers; Muster Finanz Zürich GmbH had the fewest leads today (0 of 30 used, 30 left); tied with Muster Broker Zentral GmbH, lower broker id wins.
  12. Lead #304
    Lead #304 received (Website form)
    Lukas Gerber, KVG in SZ.
  13. Lead #303
    Sent to CRM
    Pipedrive person and deal "KVG lead #303" for Muster Conseil Romandie SA.
  14. Lead #303
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (0 of 20 used, 20 left).
  15. Lead #303
    Lead #303 received (Website form)
    Loïc Girard, KVG in VD.
  16. Lead #302
    Sent to CRM
    Pipedrive person and deal "KVG lead #302" for Muster Conseil Romandie SA.
  17. Lead #302
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (4 of 20 used, 16 left).
  18. Lead #302
    Lead #302 received (Meta Ads)
    Sébastien Girard, KVG in VD.
  19. Lead #301
    Sent to CRM
    Pipedrive person and deal "VVG lead #301" for Muster Vorsorge Bern AG.
  20. Lead #301
    Assigned to Muster Vorsorge Bern AG
    VVG in FR: 2 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (3 of 25 used, 22 left).
  21. Lead #301
    Lead #301 received (Meta Ads)
    Sophie Jaquet, VVG in FR.
  22. Lead #300
    Name check failed
    Looks like a test entry ("test").
  23. Lead #300
    Lead #300 received (Website form)
    Test Test, KVG in BE.
  24. Lead #299
    Phone check failed
    Wrong length: 7 digits after the leading 0, expected 9.
  25. Lead #299
    Lead #299 received (Google Ads)
    Lukas Weber, Car in BE.
  26. Lead #298
    Email check failed
    Disposable email domain (wegwerf.example).
  27. Lead #298
    Lead #298 received (Google Ads)
    Reto Keller, KVG in ZH.
  28. Lead #292
    Replaced by lead #297
    A new lead for the same product, delivered to Muster Leben Zürichsee AG.
  29. Lead #297
    Sent to CRM
    Pipedrive person and deal "VVG lead #297" for Muster Leben Zürichsee AG.
  30. Lead #297
    Assigned to Muster Leben Zürichsee AG
    Replacement for lead #292 (Not reachable): a new matching lead was delivered to Muster Leben Zürichsee AG. Replacements don't wait for daily capacity.
  31. Lead #297
    Lead #297 received (Replacement)
    Nina Meyer, VVG in ZH, replacement for lead #292.
  32. Lead #292
    Credit CHF 60.00 for Muster Leben Zürichsee AG
    Lead #292 is credited on the invoice of the month the credit is issued.
  33. Lead #296
    Sent to CRM
    Pipedrive person and deal "KVG lead #296" for Muster Conseil Romandie SA.
  34. Lead #296
    Assigned to Muster Conseil Romandie SA
    KVG in VD: 1 eligible broker; Muster Conseil Romandie SA (3 of 20 used, 17 left).
  35. Lead #296
    Lead #296 received (Meta Ads)
    Manon Dubois, KVG in VD.
  36. Lead #295
    Sent to CRM
    Pipedrive person and deal "KVG lead #295" for Muster Broker Zentral GmbH.
  37. Lead #295
    Assigned to Muster Broker Zentral GmbH
    KVG in OW: 1 eligible broker; Muster Broker Zentral GmbH (0 of 12 used, 12 left).
  38. Lead #295
    Lead #295 received (Meta Ads)
    Michael Zürcher, KVG in OW.
  39. Lead #294
    Sent to CRM
    Pipedrive person and deal "KVG lead #294" for Muster Vorsorge Bern AG.
  40. Lead #294
    Assigned to Muster Vorsorge Bern AG
    KVG in FR: 2 eligible brokers; Muster Vorsorge Bern AG had the fewest leads today (2 of 25 used, 23 left).
  41. Lead #294
    Lead #294 received (Meta Ads)
    Mathieu Bonvin, KVG in FR.
  42. Lead #288
    Replaced by lead #293
    A new lead for the same product, delivered to Muster Conseil Romandie SA.