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  2. Lists & Profiles

Lists & Profiles

Lists

  • How to create a new list in Affinity
  • How to create a new column in a list
  • How to filter/sort columns within a list
  • How to favorite lists
  • Keyboard Shortcuts
  • How to send personalized bulk emails within Affinity
See all 20 articles

Saved Views

  • How to customize saved views in your lists
  • Affinity Board Views

Profile Pages

  • Activity Timeline on Profiles
  • How to edit an organization's name and domain
  • Internal vs. External Contacts
  • Supported File Types for Upload
  • How to manually create a contact
  • How to merge duplicates
See all 9 articles

Email Bot

  • How to use Affinity's Email Bot

Introductions

  • How to track introductions in Affinity

Opportunities

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

Reminders

  • How to set reminders in Affinity
  • How to set up Reminder Triggers

Notes

  • Creating and Viewing Notes
  • How to create/use Note Templates within Affinity
  • How to log outside interactions into Affinity
  • Rich text formatting for notes within Affinity
  • How to export notes from Affinity

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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