Live Webinar: Introduction to Affinity
Register: Introduction to Affinity (held weekly on Tuesdays at 10 AM (PST)).
If you are new to Affinity, this is the webinar for you! We will take you through best practices, how it can cater to your team's workflow, and answer any questions you may have.
Overview
- Background on Affinity
- Affinity Demo
- Network Intelligence: Effectively tapping into your network
- Pipeline and deal flow management
- Reporting
- Call and activity logging
- Task management
- Alliances
- Resources
- Q&A