Affinity Lists are the backbone of your CRM workflows helping you organize relationships, track deals, and save time. In just one minute, learn how to build and customize Lists that bring structure to your processes.
What you’ll learn
- Create Lists fast: Build from scratch or jumpstart with ready-made templates
- Customize your view: Track what matters most with list-specific and global fields
- Visualize progress: Use Board View in weekly meetings to visualize your pipeline
Continue learning about Lists:
