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Concept — background and overview.
Lists are the workhorse of Affinity. They’re how you organize your deal pipeline, portfolio, target accounts, contacts, and any other group of records you need to track together.

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Topics in this section

  • Create & manage — list types, templates, sharing, and copying lists
  • Fields & columns — custom fields, field types, enrichment, formulas
  • Views, filters & sorts — saved views, advanced filtering, sorting
  • Data sources — Affinity Data, enrichment providers, third-party data
  • Reference — formulas reference, status field reference, enrichment display
  • Advanced — formula fields, advanced configurations
  • Pipeline lists — purpose-built workflows for managing pipelines