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.
Concept — background and overview.
People lists
Some examples of people lists:- Recruiting Pipeline - 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.
- Event Tracking - Track all the people and the events they have attended in the past.
Organization lists
Some examples of organization lists:- Dealflow - Manage your deals and track their progress over time.
- Portfolio Companies - Keep a list of your portfolio companies in one place.
Opportunity lists
Some examples of opportunity lists:- Limited Partners (LPs) - Track both individual and institutional investors in one place.
- Fundraising - Track different fundraising rounds over time.
- Enriched fields and global fields from organization lists are available in opportunity lists as well.
- However, enriched fields and global fields from people lists will not show up in opportunity lists.
- Learn more about how to leverage opportunities here: How to create and leverage opportunities
- Opportunity lists are currently not supported for some of our native integrations (e.g. Eventbrite, Mailchimp, and Typeform).
Similarities and differences among the three types of lists
| People lists | Organization lists | Opportunity lists | |
|---|---|---|---|
| Use Case | Used to track people (e.g. Event Attendance, Recruiting) | Used to track organizations (e.g. Dealflow) | Used to track a combination of people and organizations under one opportunity (e.g. LP and Fundraising) |
| Notes and Reminders field behavior | Global | Global | List-specific |
| Primary Fields (required for import) | Person Name and Email Address | Organization Name and Website | Opportunity Name |
| Creating a new field | Supports both list-specific and global fields | Supports both list-specific and global fields | Only supports list-specific fields since opportunities are unique |
- Each opportunity must have a unique opportunity name, no duplicate names allowed.
- Global fields will appear across all lists of the same list type.
- Notes and reminders that are assigned to an opportunity will not carry over to the people and/or organizations that are associated with the opportunity.