Track Existing Leads/Customers

Already know who you want to track using your Workspace? In this guide, you will learn how to create a list of current leads or existing customers  

Let’s dive in. Within your SimilarWeb account, follow these steps.

 

Step 1:

Navigate to your personalized workspace and choose the option to Build A Lead List

 

Step 2:

When prompted, choose a name for your list and hit Create. This list will now be available under the leads panel on the left hand menu bar in your workspace. add your own leads by clicking on Add existing leads button.



Step 3:

Type/paste in your prospects/customers websites and click Save

 

Creating_a_list_Existing_leads.gif

 

 

 

PRO TIP

Ideas to Lists You Can Create

 

  • New Business: manage prospects you are currently working on
  • Existing customers: create lists by industry / size / geography

 

After creating your initial list of leads, you might want to add more leads as you are continuing to do your research (with and without SimilarWeb), this is how you can do it:

  • Once your list is created, Click Add Leads
  • Paste in your prospects/customers websites
  • Click Save

 

Add_existing_leads.gif

Was this article helpful?
1 out of 1 found this helpful