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"