Lists are foundational to being successful with Affinity. Use them to categorize your network to make sure you and your team are most effectively fostering your relationships.
Creating a list is as simple as a few clicks:
1. Press on Create New, then List
2. Choose any of our pre-made templates (example below):
..or click Build from Scratch if you want to try your hands at building your own. After clicking, you'll see the following selections:
1) A list of people:
Selecting this option will allow you to create a people's list. You can only add people onto this list, and all global columns created will be related to people/people type lists.
2) A list of organizations:
Selecting this option will allow you to create an organization list. You can only add organizations onto this list, and all global columns created will be related to organization/organization type lists.
3) A list of opportunities:
See more here: What is an Opportunity?
For more reading: