Step 1: Create a new Workspace
You can create a new Workspace either via 'Home' or by typing 'New Workspace' into Savvy Terminal
Step 2: Install the Savvy IP Source code
Type 'Savvy IP Source code' into the Savvy Terminal and follow the on-screen instructions. Don;'t have time or don't know how to do it? Drop us a message and we'll do it for you.
Step 3: Set your workspace filters
On your new Workspace select 'Your Contacts'. Then, using the filters provided, change the source to 'Savvy IP source code'. You should see website visitors appear instantly but it can take up to 24 hours to work.
Step 4: Setup your ideal customer profile
Let's say you're a marketing agency selling to Seed/Series A startups in the US. You aren't intersted in random corporates in Indian that visit your site so you use the inbuilt filtering system to create an ideal customer profile. You can then export these contacts directly to your CRM or take action on them inside of Savvy,