How to Create a List in HubSpot?
Created with Trainn AI
Here's a step-by-step walkthrough on how to create a list in HubSpot
1. Navigate to "CRM".
2. Select "Lists" option.
3. Click on "Create list" to create a list.
4. Select the object for the list.
5. Click "Next" to proceed with creating the list.
6. Click the "edit" icon and name the list.
7. Click "Add filter" to set required criteria.
8. Click "Review and save".
9. Set the list descriptions.
10. Click "Save and process list".
Awesome, you've successfully created a list in HubSpot!
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