How to create a new list in Affinity
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 + Add New on the global navigation bar on the left side of your screen, then click New List.
- Choose one of the templates (differs based on the industry your account is set to) or click Build from scratch.
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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
Additional Resources