Navigating a contact's profile page
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/Email/Domain, Export Notes, Merge Duplicates, or Delete Contact
- 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 Notes, Log Interactions, Set Reminders, and Upload Files
- 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).
3. General
- 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.
4. Opportunities
- 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.
5. Lists
- 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.
6. Activity Timeline
- 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).
7. Side Bar
- 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.