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  2. 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
  • Syncing data with Affinity
  • Navigating your Affinity Home Page
See all 7 articles

2. Privacy and Settings

  • Navigating your settings in Affinity
  • Personal Privacy Settings

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

5. Reporting and Analytics

  • Getting started with Affinity Analytics
  • 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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