Need some help creating the most effective list for some of your organization’s most common pipelines? Affinity has you covered with list templates for Leads, Sales, Fundraising, Recruiting, Deals, Limited Partners, Portfolio CEOs, Opportunities, and Important Relationships. Each of these templates has pre-set columns and statuses based on what our customers have found to be the most useful. However, the option for customizing is still there!
Note: Template options may vary depending on your account's chosen industry (we try to keep the templates relevant to your organization).
If you'd like to create a new list without using a template, you can build from scratch.
This template will help you manage your deals and portfolio companies.
Limited Partners Template
Portfolio CEOs Template
Important Relationships Template