Getting started with Affinity – Affinity Help Center

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: Some videos below contain the old navigation bar, 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:

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:

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:

4. Analyze your data within Affinity

Now that there's data in 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 Professional tier customers by default, while Affinity Analytics is only available to Premium and Enterprise tier customers.