Recommended Lists

Which Lists should you use for your business process? See our recommendations here.

Sales

We recommend the following Lists for managing your sales processes:

  • Leads—Usually a Contact-based List
  • Opportunities—Usually an Account-based List
  • Customers—Usually an Account-based List (Optional)

Note: For Sales processes, don't forget to set up a conversion flow from one List to the next.

Business Development

We recommend the following Lists for managing business development:

  • Opportunities
  • Partnerships

Account Management

We recommend the following Lists for managing your Accounts:

  • Customers or Clients—Usually an Account-based List
  • Opportunities List for your sales team—Usually an Account-based List (Optional)

Venture Capital

We recommend the following Lists for managing your venture capital workflows. You should create the Lists as a pair, as shown here, and set up a conversion flow between them:

  • For Deal Tracking—Deals, Portfolio Companies
  • For Fundraising—LP Tracking, LP Management

For Start-Up CEOs

We recommend the following Lists:

  • Top Lists—Leads, Opportunities, Fundraising
  • Other common Lists—Customers, Recruiting

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