Downloading and using Affinity's Pathfinder Chrome Extension

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Brian Lee
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Once you've downloaded the Affinity Pathfinder Chrome Extension, you can now see your Affinity connections and allies on any website you visit and on LinkedIn.

Note: Since Affinity Pathfinder already includes all the functionality available in the Affinity Gmail Chrome Extension, feel free to remove the Affinity Gmail Chrome Extension if you have it downloaded as well.

 

Overview

 

 

How to use Affinity Pathfinder within your Gmail account (Gmail users only)

  1. Once you've downloaded the Affinity Pathfinder Chrome Extension, click on the icon on the top-right corner of your web browser to sign in.
  2. Make sure you click the Affinity logo on the top-right corner of your Gmail webpage, then sign in with the email account that is syncing into Affinity.
  3. Now, click open any email and click on the Affinity logo that appears on the right side of the email to see your Affinity CRM data as they relate to the participants associated with that email.
    Setting_Up_Chrome_Extension.png

  4. Now, you can search for people, organizations, and opportunities.
    Gmail_Chrome_Extension__Search_Bar_-13__dragged_.png

  5. You can also create new contacts (i.e. people, organization, and opportunities). 
    Create_new_contact.png

    1. You can even add them to a specific list, attach the email thread as a note, and upload files to their Affinity profiles during this process.
      New_Contact_-_More_options.png

  6. You can also add contacts to a list.
    Chrome_Extension_-_Adding_contacts_to_list-8__dragged_-2.png

  7. Last but not least, you can click More options to add notes, set reminders, attach files, and attach email threads as notes.
    Chrome_Extension_More_Options.png

 

How to use Affinity Pathfinder on any website (All users)

  1. Type in any website, then click the Pathfinder icon on the right side of your screen.
    Pathfinder_Step_1.png

  2. Here are the actions you can take:
    1. Click on a person that you or your allies know at this organization.
    2. Hover over the colored bars to see the relationship strength between you/your allies and these individuals.
    3. Add this organization to an organization list in your Affinity account.
      Note: Affinity Pathfinder does not support creating new opportunities in opportunity lists at this time - this can be done within the context of the Gmail sidebar on an open email (only available to Gmail users) or within the Affinity CRM (available to all users).
      Pathfinder_organization_to_list.png

  3. Ask your allies for warm introductions to these individuals.
    Connections_Redesign.png

 

How to use Affinity Pathfinder on LinkedIn (All users)

  1. View your connections to people on their LinkedIn profile page. 
    1. Click the Intro Path button to see the sidebar appear. This button will only appear if you or your allies know this individual.
    2. Add people to your people-type lists.
    3. Ask any connection for a warm intro to this individual.
    4. Hover over the colored bar icons to see the relationship strengths.
    5. Go back to your Alliances Dashboard or log out.
      Pathfinder_-_Linkedin_Person.png

  2. View your connections to organizations on LinkedIn.
    1. Click the Intro Path button on an organization's profile page as well. This button will only appear if you or your allies know individuals at this organization.
    2. Add organizations to your organization-type lists.
      Pathfinder_on_Linkedin_company.png

  3. Conduct a people search on LinkedIn. This button will only appear if you or your allies know this individual.
    Pathfinder_Search_on_Linked.png

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