How To Create A Smart List In HubSpot

How To Create A Smart List In HubSpot

1. Log In to HubSpot: Access your HubSpot account.
2. Navigate to Contacts: Click on the "Contacts" tab in the main menu.
3. Select Lists: Choose "Lists" from the dropdown options.
4. Create a New List: Click on the "Create list" button.
5. Choose Smart List: Select "Smart list" as the type of list.
6. Name Your List: Give your list a descriptive name.
7. Add Filters: Set criteria to define who should be in the list.
8. Review Your List: Check the contacts that meet your criteria.
9. Save Your List: Click "Save" to finalize your smart list.
10. Use Your List: Utilize the smart list for targeted marketing efforts.