How to use Affinity's Outlook Add-in

Once you've downloaded the Affinity for Outlook Add-in, learn how to start taking Affinity-related actions directly in your inbox.

Note: This video displays an older version of Affinity's Outlook add-in. Learn more about the newest features (e.g. search functionality, editable fields, creating new contacts, etc) in the sections below.

How to sign in for access

• You will need to enter your subdomain when logging in from Outlook to authenticate your account (see How to find your Affinity subdomain).
• Note: Outlook users with SSO can also use the Affinity for Outlook add-in.

Actions you can take on Affinity for Outlook

1. Click open any email thread, then click Affinity for Outlook on the top navigation bar. The Affinity for Outlook sidebar will appear to the right of the email.
   
   
   
2. Based on the participants in the email thread, you will see all the opportunities and organizations associated with these participants. Click on any of the people, organizations, or opportunities to get more details (see Step 4 below).
   
   
   
3. From the profile page, you can add the person or organization to a list or add a note. You can also click the Down arrow to take additional actions below:
   
   1. Click Add to Thread as Note to add the email thread as a note to the profile page.
   2. Click Upload Files to attach a file to the profile page.
   3. Click Open Profile in New Tab to open the profile page within your Affinity CRM.
      
      
      
4. Click on the different tabs to see the Details, Lists/Opps, Notes, Connections, and Activities related to that person, organization, or opportunity.
   
   
   1. Details - Displays enriched and global fields based on your account's profile field customization settings for people and organizations. For opportunities, you will be able to edit their statuses and list-specific fields.
   2. Lists/Opps
      1. For Affinity CRM users: Displays both lists and opportunities that the people and organizations associated with. The list-specific field values can be edited here as well. Lists are specifically an Affinity CRM feature.
      2. For Affinity for Salesforce users: Displays only opportunities that the people and organizations associated with in Salesforce. The field values for these opportunities can be edited from here.
         
         
         
   3. Notes - Displays the notes associated with that contact.
   4. Connections - Displays all the Affinity connections and allies who know that contact.
   5. Activities - Displays a historical timeline of synced emails and meetings from you and your team members as it relates to that contact.
      
      
5. You can also click on the Search icon to search for a person, organization, or opportunity.
   
   
   
6. Can't find an entity? Click the + icon to create a new person, organization, or opportunity.