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 on their profile page.

Feel free to also follow along with screenshots and text below:

1._Edit_Name_and_Domain.png

Edit the name of person, organization, or opportunity.
Edit a person's email addresses or an organization's domains.
Export notes associated with the person, organization, or opportunity.
Merge duplicate people or organizations.
Delete person, manually-created organization, or opportunity.
- Organizations that are enriched by Affinity Data cannot be deleted.

2._Add_Note__Log_Interaction__Set_Reminder__and_Upload_Files.png

Add a note to the person, organization, or opportunity (see Creating and Viewing Notes).
Log an interaction with a person, organization, or people associated with an opportunity (see How to log outside interactions into Affinity).
Set a reminder about a person, organization, or opportunity (see How to set reminders in Affinity).
Upload relevant files to that person's, organization's, or opportunity's profile page for you/your team members to collectively access (see How to upload, download, and remove files on Affinity).

2._General_Tab.png

Contains enriched fields and global fields related to that contact (see Fields: Enriched, Global, and List-specific).
To customize which enriched fields and global fields you'd like to see on a profile page, see How to customize Profile Fields.

3._Opportunities_Tab.png

Contains list-specific fields from each opportunity that the contact is associated with (see Fields: Enriched, Global, and List-specific).
To customize which list-specific fields you'd like to see on an opportunity's profile page, see How to customize Profile Fields.

4._Lists_Tab.png

Contains list-specific fields from each list that the contact is associated with (see Fields: Enriched, Global, and List-specific).
To customize which list-specific fields you'd like to see on a profile page, see How to customize Profile Fields.

5._Activity_Timeline.png

Ability to see a chronological timeline of Sent/Received emails, Meetings, Phone calls, List activity, Files, Notes, and Reminders.
You can hover over the icons to select which activity types to filter by (see Filtering the Activity Timeline on Profiles).

6._Side_Bar.png

Ability to see the Connections, Introductions, Notes, Reminders, and Files associated with a person/organization (see Leveraging your Connections and Relationship Strengths).
Note: Opportunities do not have Introductions.