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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.

Reference — lookup information.
In addition to the enriched fields provided by Affinity Data, Crunchbase, Dealroom.co, and Pitchbook, you will notice list-specific fields like Status, Owners, and Amount across all of your lists. Below are the recommended list-specific fields provided by Affinity that you and your team should use.
Field NameOrganization listsPeople listsOpportunity lists
AmountXX
OwnersXXX
StatusXXX
Close DateX
OrganizationsX*
PeopleX*
*These list-specific fields cannot be renamed. Amount: Enter a numerical value to be tracked. Owners: Enter the person who is the main point-of-contact for a person, organization or opportunity list entry.
  • The owner can only consist of Affinity users on the account.
  • The Owners field is used to create reminder triggers.
Status: Determine the different stages of a pipeline that a contact will go through for each list. Close Date: This field will auto-update based on when the deal has been Won/Closed, but can be manually edited as well. Organizations: This field is different from the enriched Organizations field found in people lists - the Organizations field found in opportunity lists are unique to each opportunity list and will determine how individual opportunities get enriched (see the section “How to use enriched fields and global fields from organizations in your opportunity lists” in the article How to create and leverage opportunities in Affinity). People: This field is different from the enriched People field found in organization lists - the People field found in opportunity lists are unique to each opportunity list and will determine how individual opportunities get enriched for fields like Last Email, Last Meeting, Last Contact, Next Meeting, etc.