Getting Started
Quick Start
- Affinity Demo
- What Affinity syncs/does not sync from your email account
- Navigating your Affinity Dashboard
- Conducting searches in Affinity
- Types of Lists in Affinity
- What are Affinity's enriched vs. unenriched fields?
Reporting
- How to use Affinity Reports
- Summary Reports
- Funnel Analysis Reports
- Performance Reports
- Forecast Reports
- Team Activity Reports
Working with Contacts
- 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