Navigating a contact's profile page – Affinity Help Center

Whether it's a person, organization, or opportunity, you will be able to see all the relevant information about a contact by heading to their profile page. Here is an example of a person's profile page:

1. Edit Name/Email/Domain, Export Notes, Merge Duplicates, Delete Contact

Edit Name of person, organization, or opportunity
Edit Email of person or Domain of organization
Export Notes associated with the person, organization, or opportunity
Merge duplicate person or duplicate organization
Delete person, manually-created organization, or opportunity
- Crunchbase/Clearbit organizations cannot be deleted

2. General

Contains global fields related to that contact (see What are Global Fields vs List Fields?)

3A. Opportunities

Contains list-specific fields from each opportunity that the contact is associated with

3B. Lists

Contains list-specific fields from each list that the contact is associated with

4. Activity Timeline

Ability to see a chronological list of "Sent emails", "Received emails", "Meetings", "Phone calls", "List activity", "Files added", "Notes added", and "Reminders"
You can hover over the icons to select which activity types to filter by

5. Side Bar

Ability to see your "Connections", "Relationships", "Notes", "Reminders", and "Files"
- Note: Opportunities do not have "Relationships"