When it comes to managing different contacts in Affinity for different reasons, lists are the way to go!
There are 3 types of lists you can create in Affinity:
Can only contain people-type contacts. Here are some examples of people-type lists:
- Recruiting - Track applicants in a recruiting pipeline and see what stage they're in.
- VIPs - Keep a list of all the important people in your network.
- Events - Track all the people and the events they have attended in the past.
Can only contain organization-type contacts. Here are some examples of organization-type lists:
- Portfolio Companies
Consists of opportunities that can contain both people-type and organization-type contacts within each opportunity. Here are some examples of opportunity-type lists:
- Limited Partners (LPs)
Learn more about how to leverage opportunities here: How to create and leverage opportunities