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, work more efficiently, and close more deals.
Overview
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 below to get an understanding of the basics:
- Signing in and syncing data into Affinity
- Navigating your Affinity Home Page
- All People and All Organizations
- Types of Lists in Affinity
- Enriched, Global, and List-specific Fields
- Navigating a contact's profile page
- Conducting searches in Affinity
- 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:
- Getting started with lists in Affinity
- How to create a new list in Affinity
- How to create a new column in a list
- How to filter/sort columns within a list
- How to leverage saved views within a list
- How to customize saved views in your lists
- How to set up Status Triggers
- How to set up Reminder Triggers
3. Import your data into Affinity
Migrating data from another platform into Affinity? Follow these steps to make sure your data is in the right format so that your imports run as smoothly as possible:
- Cleaning up your data before importing into Affinity
- How to import your data into Affinity
- How to import notes into Affinity
- Viewing your data import history
- 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 that will help you/your team stay informed at a high level and make strategic decisions accordingly.
Note: Basic Reporting is available to all Affinity customers, while Affinity Analytics is only available to Affinity customers on the Premium and Enterprise tiers.
- Getting started with Basic Reporting
- Getting started with Affinity Analytics
- Affinity Analytics - List Summary Reports
- Affinity Analytics - Team Activity Reports
- Affinity Analytics - Funnel Analysis Reports
- Affinity Analytics: Alerts
- To learn more, watch our video series on Affinity Analytics.
5. Use relationship intelligence to your advantage
Expand your network to find new prospects, create new relationships, and close more deals: