> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Best Practices Affinity For Accelerators And Incubators

> Help center reference

Source, track, and support new ventures more easily with Affinity's dedicated relationship intelligence platform. In this article, we'll go over best practices and features you can leverage to get you/your team up and running in no time.

<iframe src="https://player.vimeo.com/video/812913920" title="Vimeo video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

## Getting started with lists

To get started, we'll focus on three different lists you can [create from scratch](/s/article/How-to-create-a-new-list-in-Affinity).

1. **Cohort Lists** - Use organization lists to track different cohorts and their progression through the pipeline for each application/cycle.
   <img src="https://mintcdn.com/support-affinity/3k_xt_h7CNCglWwr/images/learn-industry-guides/best-practices-affinity-for-accelerators-and-incubators/1.jpg?fit=max&auto=format&n=3k_xt_h7CNCglWwr&q=85&s=8304eda368c4290f8a0f4bd30b1b8a55" alt="" width="2536" height="764" data-path="images/learn-industry-guides/best-practices-affinity-for-accelerators-and-incubators/1.jpg" />
   * If you're on the **Advanced** or **Enterprise** tiers, you can use our [native Typeform integration](/s/article/How-to-integrate-Affinity-with-Typeform) to auto-fill these lists based on Typeform submissions.
   * Leverage the default **Status, Owners, Notes, and Reminders** columns to track the progression of different applicants.
   * Filter and sort by different columns to [create a saved view](/s/article/How-to-create-and-use-saved-views-in-new-lists) based on your preferences.
   * When you're ready to track the next cohort for the next cycle, you can use the [Copy List Template](/s/article/How-to-copy-a-list-template) feature.
2. **Partnership Development Lists** - Use organization lists to track potential partnership opportunities with other companies.
   <img src="https://mintcdn.com/support-affinity/3k_xt_h7CNCglWwr/images/learn-industry-guides/best-practices-affinity-for-accelerators-and-incubators/2.jpg?fit=max&auto=format&n=3k_xt_h7CNCglWwr&q=85&s=4a20efa70b44a43c574e11efad57444c" alt="" width="2532" height="758" data-path="images/learn-industry-guides/best-practices-affinity-for-accelerators-and-incubators/2.jpg" />
   * Leverage the default **Status, Owners, Notes, and Reminders** columns to track the outreach efforts with these potential partners.
   * Keep these relationships warm by setting up [reminder trigge](/s/article/How-to-set-up-Reminder-Triggers)rs.
   * Create [email templates](/s/article/How-to-create-use-Email-Templates-within-Affinity), then use the [personalized bulk email](/s/article/How-to-send-personalized-bulk-emails-within-Affinity) feature to reach out.
3. **Mentors and Investors Lists** - Use people lists to track your/your team's relationships with mentors and investors as they relate to your programs.
   <img src="https://mintcdn.com/support-affinity/3k_xt_h7CNCglWwr/images/learn-industry-guides/best-practices-affinity-for-accelerators-and-incubators/3.jpg?fit=max&auto=format&n=3k_xt_h7CNCglWwr&q=85&s=08f5ec25371ac0fe823baf2600def960" alt="" width="2540" height="764" data-path="images/learn-industry-guides/best-practices-affinity-for-accelerators-and-incubators/3.jpg" />
   * Create [custom columns](/s/article/How-to-create-a-new-column-field-in-a-list) like **Priority** and **Skillset** to apply quick filters.
   * Leverage [Affinity Data](/s/article/Affinity-Data) columns like **Industry** or **Current Job Title**.
   * Keep these relationships warm by setting up [reminder triggers](/s/article/How-to-set-up-Reminder-Triggers).

## Importing data into these lists

Now that you have these lists set up, quickly migrate data from other CRMs into Affinity using our data importer. We highly encourage you to check out our article on [How to import your data into Affinity](/s/article/How-to-import-your-data-into-Affinity).

## Getting started with reporting/analytics

Once your lists are filled with relevant data, you can leverage [Affinity Analytics](/s/article/Getting-started-with-Affinity-Analytics) if you're on the **Scale**, **Advanced**, or **Enterprise** tiers.

1. [Getting started with Affinity Analytics](/s/article/Getting-started-with-Affinity-Analytics)
   <iframe src="https://player.vimeo.com/video/849219593?h=99fcf17f33" title="Vimeo video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
2. [Affinity Analytics - List Summary Reports](/s/article/Affinity-Analytics-List-Summary-Reports)
   <iframe src="https://player.vimeo.com/video/716948565" title="Vimeo video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
3. [Affinity Analytics - Introductions Summary Reports](/s/article/Affinity-Analytics-Introductions-Summary-Reports)
   <iframe src="https://player.vimeo.com/video/920143646" title="Vimeo video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
4. [Affinity Analytics - Team Activity Reports](/s/article/Affinity-Analytics-Team-Activity-Reports)
   <iframe src="https://player.vimeo.com/video/587923439" title="Vimeo video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
5. [Affinity Analytics - Funnel Analysis Reports](/s/article/Affinity-Analytics-Funnel-Analysis-Reports)
   <iframe src="https://player.vimeo.com/video/614041665" title="Vimeo video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
6. Get notified when certain metrics/thresholds are met using [Affinity Analytics alerts](/s/article/How-to-set-up-automated-alerts-for-Affinity-Analytics).
