Creating a List in Hubspot | Scribe

    Creating a List in Hubspot

    • |
    • 11 steps |
    • 53 seconds
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    VISION To Create a List in Hubspot
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    RESOURCES Client's Log-in credentials to Hubspot Account or Admin Access Permission
    1
    Click on "Contacts" Section
    2
    Select "Lists" from the menu
    3
    Click "Create list" button
    4
    Select "Contact-based. Click this text field and enter a List Name
    5
    Click the "Description" field. Add an information to describe what the list is about Select "Active List" from the dropdown then click on "Next" button on the top right corner
    6
    Click "Add filter"
    7
    Click "Workflow enrollment"
    8
    Click "7 Family Money Skills Purchase Confirmation"
    9
    Click "Contact is currently active"
    10
    Click "Contact is currently active"
    11
    Click "Save list"
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    DEFINITION OF DONE A List in Hubspot is created