Getting Started
Quick Start
- Affinity Data
- Updates to Crunchbase data on Affinity
- What happens when you sync your email account into Affinity?
- Navigating your Affinity Lists
- Conducting searches in Affinity
- Types of Lists in Affinity
Signing into Affinity
Advanced Sign in & Credentials
- Need Admin Approval or Approval Required
- Mobile sign in: Office 365 Advanced Threat Protection (ATP)
- How to find your custom EWS URL
- Troubleshooting sign in for Microsoft Exchange (On-Premise)
- Create SSO shortcut to Affinity - Cloud users
- Setup Custom Single Sign-On (SSO) with Affinity
Contacts and Profile Pages
- How to merge duplicates
- How to manually create a contact
- How to delete contacts from Affinity
- Navigating a contact's profile page
- Internal vs. External Contacts
- How to update a contact's primary email address