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Creating a List in Hubspot
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VISION
To Create a List in Hubspot
RESOURCES
Client's Log-in credentials to Hubspot Account or Admin Access Permission
1
Click on "Contacts" Section
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2
Select "Lists" from the menu
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3
Click "Create list" button
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4
Select "Contact-based. Click this text field and enter a List Name
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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
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6
Click "Add filter"
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7
Click "Workflow enrollment"
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8
Click "7 Family Money Skills Purchase Confirmation"
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Click "Contact is currently active"
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Click "Contact is currently active"
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11
Click "Save list"
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DEFINITION OF DONE
A List in Hubspot is created
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