Affinity Help Center
Getting Started

Getting Started

1. Quick Start

Getting started with Affinity
Best Practices - Affinity for Private Equity
Best Practices - Affinity for Venture Capital
Best Practices - Affinity for Investment Banking
Best Practices - Affinity for Corporate Venture Capital
Best Practices - Affinity for Accelerators and Incubators

See all 9 articles

2. Privacy and Setup

Navigating your settings in Affinity
Personal Privacy Settings
Which email clients are supported by Affinity?
Which web browsers are supported by Affinity?

3. Lists and Profile Pages

Getting started with lists in Affinity
How to leverage saved views within a list
All People and All Organizations
Types of Lists in Affinity
When does Affinity auto-create contacts?
Navigating a contact's profile page

4. Data and Field Types

Affinity Data
Enriched, Global, and List-specific Fields
Dealroom.co data in Affinity
Crunchbase data in Affinity
Which list-specific fields are provided by Affinity?

5. Reporting and Analytics

Getting started with Affinity Analytics
Affinity Analytics - Creating Visualizations
Getting started with Basic Reporting

6. Alliances and Extensions

Getting started with Affinity Alliances
How to invite others to join Affinity Alliances
What is an Alliance Group?
Leveraging your Connections and Relationship Strengths

Promoted articles

Getting started with Affinity
Getting started with lists in Affinity
How to leverage saved views within a list
Affinity Data
Getting started with Affinity Alliances
How to customize saved views in your lists
Affinity Board Views
Cleaning up your data before importing into Affinity
How to import your data into Affinity

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