In this article, you will learn how to create a List. (Click here for List best practices and use cases.)

To create a new reference list, navigate to the Setup tab on the main menu (1), and select Lists (2).

There are two types of reference lists:

1. Lists from Salesforce
2. Lists from a file upload

CRM lists are used to allow users to select actual CRM records during a flow/lead capture.

Learn how to set up a Salesforce List here.

Lists from uploaded files are utilized to generate a Guest List for end-users.

Learn how to create a list via file upload here.

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