How to log interactions into Affinity

For any interactions not captured in your email or calendar (i.e. Linkedin, WhatsApp, text messages, or unscheduled calls/meetings), you can manually log them to ensure:

• These interactions enrich the context of your/your team's communication history with people, organizations, and opportunities.
• These interactions improve the relationship strengths you have with your connections.

Overview

• How to log interactions from the global navigation sidebar
• How to log interactions on a profile page
• Important Callouts

How to log interactions from the global navigation sidebar

1. You can log an interaction by clicking + Add New on the bottom-left corner of the global navigation sidebar.
   
   
   
2. Then, choose one of three interaction types: Meeting, Call, or Message.
   1. Choosing Meeting or Call will enrich the Last Meeting and Last Contact columns.
   2. Choosing Message will only enrich the Last Contact column.
      
      
      
3. Then, add the relevant participant(s), write out your note with some rich text formatting or note templates, then click Publish.

How to log interactions on a profile page

1. You can also log an interaction on a contact's profile page by clicking the Log Interaction tab.
2. Then, choose one of three interaction types: Meeting, Call, or Message.
   1. Choosing Meeting or Call will enrich the Last Meeting and Last Contact columns.
   2. Choosing Message will only enrich the Last Contact column.
3. Make sure to add a person that is associated with the organization or the opportunity (as shown in the People field below). This will not notify the external contacts, they are simply being tagged as part of the note.
4. Type in your note, tag a team member in the note using the @ mention, then click Save.
   
   
   
5. If you do not add a person that is associated with the organization or opportunity (as shown in the People field below), you will not be able to log the interaction successfully.
   
   
   
6. These notes will show under the Activity Timeline, in the Notes tab on the right sidebar of the contact's profile page.
   

Important Callouts

• Users can only have 1 draft at a time for logged interactions created from the global navigation sidebar.
  
  • The draft persists until a user deletes it or clears their local storage:
    • This means that users can close their session and return to the minimized draft, or open a new tab and see the same draft.
    • If users clear their local storage, there is nothing we can do to recover the draft.