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 or New List.
- Choose one of the templates (differs based on the industry your account is set to) or build from scratch.
If you choose to build from scratch, select one of the three types of lists.
- Name your list, 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.
- 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'd like to know more about how to leverage opportunities in Affinity, here are some articles:
For more reading: