Quick summary
HubSpot's CRM Lists feature lets you segment contacts into active or static groups using custom filters like demographics and lifecycle stage. This step-by-step walkthrough shows how to create a segmented list from scratch directly inside HubSpot's contact management interface.
Steps
- Navigate to CRM in the left pane and select Lists.
- Click Create list in the top right corner.
- Decide what kind of list you want to create.
- Provide a List name and choose between an Active or Static list.
- Click Add filter to begin defining your segment criteria.
- Choose how to segment your contacts — such as by demographics, lifecycle stage, or other properties.
- Review your selected filter criteria to confirm the segment is set up correctly.
- Add more filters (optional) using AND/OR logic to refine your audience.
- Hit Save list to finalize and store your segmented contact list.
