On Demand
The Building Blocks of Affinity: Lists & Entities Explained
Understanding Affinity’s core entity types (People, Organizations, and Opportunities) is fundamental to building a CRM that reflects the way your team works. Each entity has unique attributes and list architectures, and knowing how they fit together helps you structure your data for clarity, efficiency, and impact.
In this session, we’ll break down how each entity type works in Affinity, highlight the distinctions between their corresponding list types, and share real-world workflow examples from power users. You’ll come away with a clear framework for assessing which list type to use for different business needs; whether you’re tracking deals, managing contacts, or mapping your network.
What you’ll learn:
- The architecture and purpose of People, Organization, and Opportunity list types
- How to identify which entity type best fits your use case
- Practical examples of how other teams leverage different list types in their workflows
Presenters
Understanding Affinity’s core entity types (People, Organizations, and Opportunities) is fundamental to building a CRM that reflects the way your team works. Each entity has unique attributes and list architectures, and knowing how they fit together helps you structure your data for clarity, efficiency, and impact.
In this session, we’ll break down how each entity type works in Affinity, highlight the distinctions between their corresponding list types, and share real-world workflow examples from power users. You’ll come away with a clear framework for assessing which list type to use for different business needs; whether you’re tracking deals, managing contacts, or mapping your network.
What you’ll learn:
- The architecture and purpose of People, Organization, and Opportunity list types
- How to identify which entity type best fits your use case
- Practical examples of how other teams leverage different list types in their workflows
