Getting Started

Quick Start

• Navigating your Affinity Dashboard
• Searching
• Types of Lists in Affinity
• Enriched vs. Unenriched Columns
• Creating a new column

Logging into Affinity

• Logging into Affinity with Microsoft Office 365
• Logging into Affinity with Gmail
• Logging into Affinity with Exchange (On-Premise)
• Troubleshooting for Exchange Login
• How to locate your Exchange Web Services (EWS) URL
• Setup Custom Single Sign-On (SSO) with Affinity

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Relationship Strength

• Connections and Relationship Strength

Unanswered E-mails

• Overview of Unanswered Emails

Reminders

• Creating Reminders
• Using Reminder Triggers

File Storage

• Supported File Types for Upload