Affinity Help Center
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

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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

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Getting started with Affinity
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How to leverage saved views within a list
Affinity Data
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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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