Navigating through Affinity

Now that you've signed in and started syncing your email/calendar data, we'll guide you through the main Affinity product areas that you may find most helpful.

Overview

• Introducing Affinity's new global navigation
• Navigating Affinity's Home Page

Introducing Affinity's new global navigation

We're excited to introduce a more streamlined navigation experience so you can access what you need more quickly.

1. Personal Avatar: Access Alliances, Tracked Emails, Affinity Support, and Settings from here.
   
   
   1. Alliances: Make allies and share networks to find warm leads and introductions (see Getting started with Alliances).
   2. Tracked Emails: Track click, open, and response rates for emails sent through Affinity (see How to track emails sent through Affinity).
   3. Affinity Support: Quickly access the Getting Started section of our Help Center. You can also send an email or live chat with Affinity Support.
   4. Settings: Customize your email signature, date/time zone preferences, personal privacy settings, and more (see Navigating your settings in Affinity).
      
      
2. Collapse / Expand: When viewing product areas like lists and profiles, you can collapse the sidebar for more horizontal screen space.
   
   
   
3. Search: Search for people, organizations, opportunities, and lists (see Conducting searches in Affinity).
4. Home: Access your All Organizations and All People directories, favorite lists, and all other lists (see Navigating Affinity's Home Page).
5. Notifications: View up to 20 of your most recent notifications.
6. Reminders: Create and view all reminders to keep track of upcoming tasks (Creating Reminders).
7. Unanswered Emails: See the emails you've sent/received that require a follow-up (Overview of Unanswered Emails).
8. Reports: Use Basic Reporting to generate reports based on the various lists you have created (see Getting started with Basic Reporting).
   1. Note: Those on the Premium and Enterprise tiers may no longer see the Reports tab (Basic Reporting) as we are in the process of sunsetting this feature. We highly suggest leveraging Affinity Analytics’ advanced reporting features moving forward.
9. Settings: Customize your email signature, date/time zone preferences, personal privacy settings, and more (see Navigating your settings in Affinity).
10. + Add New: Create reminders, lists, notes (coming soon), logged interactions (coming soon), or new contacts (people, organizations, or opportunities).
    1. Note: You cannot create an opportunity until you have created an opportunity list.

Navigating Affinity's Home Page

1. Your Network: Access your All Organizations and All People directories, which consist of your/your team members' collective networks.
   
    
2. Recent Views: Access your most recently visited saved views.
   
   
   
3. Favorites: Determine your favorite lists for immediate access on the global navigation bar.
   1. Click the Star icon to favorite or unfavorite a list.
   2. Click the ellipsis (3-dotted icon) to move it to My Hidden Lists. 
      
      
      
4. Lists: Access all the private/shared lists you have access to. Here are the actions you can take:
   1. Click on + New List to create a new list.
   2. Click on the Organizations, People, or Opportunities filters to quickly filter by list-type.
   3. Click on the sort button to the right to sort the lists by the following options:
      1. Recently Viewed
      2. Name A to Z / Name Z to A
      3. Created (Newest) / Created (Oldest)
   4. Click the star icon to favorite a list.
   5. Click the ellipsis (3-dotted icon) to move it to My Hidden Lists.
      
      
5. My Hidden Lists: All of your hidden lists will be at the very bottom of the home page to minimize unnecessary scrolling.
   

From here, we'll dive deeper into directories - your/your team's shared network of contacts: All Organizations and All People directories.