Getting Started

Getting Started

• Guide for getting started

Search and Filtering

• Filtering Data
• Using saved views
• Searching

Unanswered E-mails

• Overview of Unanswered E-mails

Reminders

• Creating reminders
• Using the workflow automation tool (Rules)

Notes

• Creating notes

Profiles

• Using contact profiles
• Tracking introductions
• Connections and Relationship Strength

File Storage

• Saving files

Misc

• Setting email notifications
• Adding additional email accounts

Collaboration

• Filtering network interactions by user
• Inviting/adding team members to Affinity