Using the All People and All Organizations directories, you can add these contacts to your lists to track your specific workflows/purposes.
How to create a new list
- Click + New List on your Home Page, or click the + icon on top-right corner of your navigation bar.
- Choose one of the templates (differs based on the industry your account is set to) or click Build from scratch.
If you choose to build from scratch, select one of the three types of lists.
- Give your list a name, then set up the different status options based on the default Status field.
Note: You can edit the color, name, sequence (top-down) of any status option at any time, so don't worry if you're not sure at the moment.
- Click Create. If you have a CSV file ready for import, watch this webinar (Recorded Webinar: How to Import Data into Affinity). If not, simply start adding contacts as list entries to your newly-created list!
If you're curious about how opportunity lists are different from people lists and organization lists in Affinity, please read: How to create and leverage opportunities in Affinity