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 a preset list view of columns and statuses based on what our customers have found to be the most useful. However, the option for customizing is still there!
It is important to note that template options may vary across users depending on their organization's industry, as we try to keep the templates relevant to your organization.
This template will help you manage your deals and portfolio companies.
Limited Partners Template
Portfolio CEOs Template
Important Relationships Template