Getting started with Affinity

Welcome to Affinity! We're excited to help you and your team get up-and-running so that you can manage your relationships, collaborate more efficiently, and close more deals.

Note: The videos below contain the old navigation bar on the top, whereas the current navigation bar now lies on the left side of your screen. While the remaining content is still the same, rest assured that we will be updating our videos accordingly.

Overview

1. Introduction to the Basics

2. Set up your lists in Affinity

3. Import your data into Affinity

4. Analyze your data within Affinity

5. Use relationship intelligence to your advantage

1. Introduction to the Basics

From signing in to exploring all the different areas of the product, check out the articles and videos below to get an understanding of the basics:

1. Signing in and syncing data into Affinity
2. Navigating your Affinity Home Page
3. All People and All Organizations
   
   
   
   
   
4. Types of Lists in Affinity
   
   
   
   
   
   
   
5. Enriched, Global, and List-specific Fields
6. Navigating a contact's profile page
   
   
   
7. Conducting searches in Affinity
8. Navigating your settings in Affinity

2. Set up your lists in Affinity

Given that you'll be keeping track of your/your team's relationships with multiple people, organizations, and opportunities, setting up your lists with the right columns, filters, sorts, and triggers will ensure you and your team stay productive and efficient:

1. Getting started with lists in Affinity
2. How to create a new list in Affinity
3. How to create a new column in a list
4. How to filter/sort columns within a list
5. How to leverage saved views within a list
6. How to customize saved views in your lists
7. How to set up Status Triggers
8. How to set up Reminder Triggers

3. Import your data into Affinity

Migrating data from another platform into Affinity? Follow these steps in chronological order to make sure your data is in the right format and your imports run as smoothly as possible:

1. Cleaning up your data before importing into Affinity
   
   
   
2. How to import your data into Affinity
   
   
   
3. How to import notes into Affinity
4. Viewing your data import history
   
   
   
5. How to undo imports in Affinity

4. Analyze your data within Affinity

Given all the data within your lists, you can start leveraging Affinity's reporting features to identify trends, patterns, and insights to help you/your team stay informed and make strategic decisions.

Note: Basic Reporting is available to all Affinity customers, while Affinity Analytics is only available to Affinity customers on the Premium and Enterprise tiers.

1. Getting started with Basic Reporting
   1. Basic Reporting - List Summary Reports
   2. Basic Reporting - Team Activity Reports
   3. Basic Reporting - Funnel Analysis Reports
   4. Basic Reporting - Forecast Reports
   5. Basic Reporting - Performance Reports
   6. Basic Reporting - Opportunities Reports
      
      
2. Getting started with Affinity Analytics
   
   
   
   1. Affinity Analytics - List Summary Reports
      
      
      
   2. Affinity Analytics - Team Activity Reports
      
      
      
   3. Affinity Analytics - Funnel Analysis Reports
      
      
      
   4. Affinity Analytics: Alerts

5. Use relationship intelligence to your advantage

Expand your network to find new prospects, create new relationships, and close more deals:

1. Leveraging your Connections and Relationship Strengths
2. Downloading and using Affinity's Pathfinder Chrome Extension
   
   
   
3. Getting started with Affinity Alliances
4. How to invite others to join Affinity Alliances