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Lists

Saved Views

  • Affinity Board Views
  • How to leverage saved views within a list

Email Bot

  • How to use Affinity's Email Bot

Lists

  • How to customize saved views in your lists
  • Getting started with lists in Affinity
  • How to send personalized bulk emails within Affinity
  • Updates to Crunchbase data on Affinity
  • How to set up Status Triggers
  • Keyboard Shortcuts
See all 22 articles

Introductions

  • How to track introductions in Affinity

Opportunities

  • How to bulk-convert organizations into opportunities
  • How to create and leverage opportunities in Affinity

Notes

  • Note Templates
  • How to log outside interactions into Affinity
  • Creating and Viewing Notes
  • Rich text formatting for Affinity notes

Promoted articles

  • How to invite others to join Affinity Alliances
  • Affinity Data
  • How to customize saved views in your lists
  • Getting started with lists in Affinity
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  • How to import your data into Affinity

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