# Affinity Help Center

## Docs

- [AI & MCP](https://support.affinity.co/s/article/AI-and-MCP.md): Affinity's AI features — chat, MCP integrations, admin controls, and experimental Labs.
- [API v2: List and Field Data Retrieval](https://support.affinity.co/s/article/API-v2-list-and-field-data-retrieval.md): Video resource from Affinity's masterclass library.
- [Access Affinity in Your Inbox and Browser](https://support.affinity.co/s/article/Access-Affinity-in-your-inbox-and-browser.md): Video resource from Affinity's masterclass library.
- [Account & Authentication](https://support.affinity.co/s/article/Account-authentication.md): Account setup, SSO, SAML, and authentication.
- [Account Level Permissions](https://support.affinity.co/s/article/Account-level-permissions.md): Help center reference: Account Level Permissions
- [Activity Timeline on Profiles](https://support.affinity.co/s/article/Activity-Timeline-on-Profiles.md): Help center reference
- [Add to List and Triggers Reference](https://support.affinity.co/s/article/Add-to-list-and-triggers-reference.md): Reference: Add to List and Triggers Reference
- [Administration](https://support.affinity.co/s/article/Admin.md): Account configuration, users, security, AI controls, and platform administration.
- [Affinity AI Chat Overview](https://support.affinity.co/s/article/Affinity-AI-chat-overview.md): Reference: Affinity AI Chat Overview
- [Affinity Analytics Creating Visualizations](https://support.affinity.co/s/article/Affinity-Analytics-Creating-Visualizations.md): Help center reference
- [Affinity Analytics Funnel Analysis Reports](https://support.affinity.co/s/article/Affinity-Analytics-Funnel-Analysis-Reports.md): Help center reference
- [Affinity Analytics Introductions Summary Reports](https://support.affinity.co/s/article/Affinity-Analytics-Introductions-Summary-Reports.md): Help center reference
- [Affinity Analytics List Summary Reports](https://support.affinity.co/s/article/Affinity-Analytics-List-Summary-Reports.md): Help center reference
- [Affinity Analytics Team Activity Reports](https://support.affinity.co/s/article/Affinity-Analytics-Team-Activity-Reports.md): Help center reference
- [Affinity Data](https://support.affinity.co/s/article/Affinity-Data.md): Help center reference
- [Affinity Labs](https://support.affinity.co/s/article/Affinity-Labs.md): Early access to AI-powered features in testing. Opt in or out of individual features, share feedback, and shape what graduates to permanent capabilities.
- [Affinity MCP Reference](https://support.affinity.co/s/article/Affinity-MCP-reference.md): Reference: Affinity MCP Reference
- [Affinity Notes To Slack Channel](https://support.affinity.co/s/article/Affinity-Notes-to-Slack-Channel.md): Help center reference
- [Affinity Subprocessors](https://support.affinity.co/s/article/Affinity-Subprocessors.md): Help center reference: Affinity Subprocessors
- [Affinity Templates In Zapier](https://support.affinity.co/s/article/Affinity-Templates-in-Zapier.md): Help center reference
- [Affinity Triggers In Zapier](https://support.affinity.co/s/article/Affinity-Triggers-in-Zapier.md): Help center reference
- [Getting Started with Affinity](https://support.affinity.co/s/article/Affinity-Tutorial-Library.md)
- [Affinity Analytics for private capital: Getting started](https://support.affinity.co/s/article/Affinity-analytics-for-private-capital-getting-started.md): Guide resource from Affinity's masterclass library.
- [Affinity Automation Updates To Slack And Send Note To Affinity](https://support.affinity.co/s/article/Affinity-automation-updates-to-Slack-and-Send-note-to-Affinity.md): Help center reference
- [Affinity: Enterprise Permissions](https://support.affinity.co/s/article/Affinity-enterprise-permissions.md): Video resource from Affinity's masterclass library.
- [Affinity field value updates to Slack integration walk through](https://support.affinity.co/s/article/Affinity-field-value-updates-to-Slack-integration-walk-through.md): Video resource from Affinity's masterclass library.
- [Affinity for Outlook Microsoft App](https://support.affinity.co/s/article/Affinity-for-Outlook-Microsoft-app.md): App resource from Affinity's masterclass library.
- [Affinity For Salesforce Alternate Email Addresses And Email Aliases](https://support.affinity.co/s/article/Affinity-for-Salesforce-Alternate-Email-Addresses-and-Email-Aliases.md): Help center reference
- [Affinity For Salesforce How To Create Reports In Salesforce Using Affinity Data](https://support.affinity.co/s/article/Affinity-for-Salesforce-How-to-create-reports-in-Salesforce-using-Affinity-Data.md): Help center reference
- [Affinity For Salesforce How To Reauthenticate Your Salesforce Credentials](https://support.affinity.co/s/article/Affinity-for-Salesforce-How-to-reauthenticate-your-Salesforce-credentials.md): Help center reference
- [Affinity For Salesforce How To Use Affinity Data To Create Record Triggered Salesforce Notifications](https://support.affinity.co/s/article/Affinity-for-Salesforce-How-to-use-Affinity-data-to-create-record-triggered-Salesforce-notifications.md): Help center reference
- [Affinity For Salesforce How To Use Affinity's Outlook Add-in](https://support.affinity.co/s/article/Affinity-for-Salesforce-How-to-use-Affinity-s-Outlook-add-in.md): Help center reference
- [Affinity For Salesforce How To Use Affinity's Pathfinder Chrome Extension](https://support.affinity.co/s/article/Affinity-for-Salesforce-How-to-use-Affinity-s-Pathfinder-Chrome-Extension.md): Help center reference
- [Affinity For Salesforce Leveraging Your Connections And Relationship Strengths](https://support.affinity.co/s/article/Affinity-for-Salesforce-Leveraging-your-Connections-and-Relationship-Strengths.md): Help center reference
- [Affinity Mobile Google App](https://support.affinity.co/s/article/Affinity-mobile-Google-app.md): App resource from Affinity's masterclass library.
- [Affinity Mobile iOS App](https://support.affinity.co/s/article/Affinity-mobile-iOS-app.md): App resource from Affinity's masterclass library.
- [Affinity Pathfinder](https://support.affinity.co/s/article/Affinity-pathfinder.md): Video resource from Affinity's masterclass library.
- [Affinity's best practice guide for deal sourcing](https://support.affinity.co/s/article/Affinity-s-best-practice-guide-for-deal-sourcing.md): Guide resource from Affinity's masterclass library.
- [Affinity's Best Practice Guide for Fundraising and Investor Relations](https://support.affinity.co/s/article/Affinity-s-best-practice-guide-for-fundraising-and-investor-relations.md): Guide resource from Affinity's masterclass library.
- [Affinity's best practice guide for portfolio growth](https://support.affinity.co/s/article/Affinity-s-best-practice-guide-for-portfolio-growth.md): Guide resource from Affinity's masterclass library.
- [Affinity's best practices guide to deal management](https://support.affinity.co/s/article/Affinity-s-best-practices-guide-to-deal-management.md): Guide resource from Affinity's masterclass library.
- [Affinity to Mailchimp Audience Synchronization Integration Walkthrough](https://support.affinity.co/s/article/Affinity-to-mailchimp-audience-synchronization-integration-walkthrough.md): Video resource from Affinity's masterclass library.
- [All People and All Organizations](https://support.affinity.co/s/article/All-people-and-all-organizations.md): Help center reference
- [Analytics & Dashboards](https://support.affinity.co/s/article/Analytics-dashboards.md): Reports, dashboards, and custom tiles.
- [Android Users How To Use The Affinity Mobile App](https://support.affinity.co/s/article/Android-users-How-to-use-the-Affinity-Mobile-App.md): Help center reference
- [Automatically Creating Contacts And Accounts In Salesforce](https://support.affinity.co/s/article/Automatically-Creating-Contacts-and-Accounts-in-Salesforce.md): Help center reference
- [Basic Reporting Forecast Reports](https://support.affinity.co/s/article/Basic-Reporting-Forecast-Reports.md): Help center reference
- [Basic Reporting Funnel Analysis Reports](https://support.affinity.co/s/article/Basic-Reporting-Funnel-Analysis-Reports.md): Help center reference
- [Basic Reporting List Summary Reports](https://support.affinity.co/s/article/Basic-Reporting-List-Summary-Reports.md): Help center reference
- [Basic Reporting Opportunities Reports](https://support.affinity.co/s/article/Basic-Reporting-Opportunities-Reports.md): Help center reference
- [Basic Reporting Performance Reports](https://support.affinity.co/s/article/Basic-Reporting-Performance-Reports.md): Help center reference
- [Basic Reporting Team Activity Reports](https://support.affinity.co/s/article/Basic-Reporting-Team-Activity-Reports.md): Help center reference
- [Best Practices Affinity For Accelerators And Incubators](https://support.affinity.co/s/article/Best-Practices-Affinity-for-Accelerators-and-Incubators.md): Help center reference
- [Best Practices Affinity For Corporate Venture Capital](https://support.affinity.co/s/article/Best-Practices-Affinity-for-Corporate-Venture-Capital.md): Help center reference
- [Best Practices Affinity For Investment Banking](https://support.affinity.co/s/article/Best-Practices-Affinity-for-Investment-Banking.md): Help center reference
- [Best Practices Affinity For Private Equity](https://support.affinity.co/s/article/Best-Practices-Affinity-for-Private-Equity.md): Help center reference
- [Best Practices Affinity For Venture Capital](https://support.affinity.co/s/article/Best-Practices-Affinity-for-Venture-Capital.md): Help center reference
- [Best practices for deal management](https://support.affinity.co/s/article/Best-practices-for-deal-management.md): Video resource from Affinity's masterclass library.
- [Billing & Plans](https://support.affinity.co/s/article/Billing-plans.md): Subscription, billing, and plan management.
- [Can You Sign Into Affinity With A Custom Password](https://support.affinity.co/s/article/Can-you-sign-into-Affinity-with-a-custom-password.md): Help center reference: Can You Sign Into Affinity With A Custom Password
- [Changing Date Format With Custom Table Calculations](https://support.affinity.co/s/article/Changing-Date-Format-with-Custom-Table-Calculations.md): Help center reference
- [Chrome Extension](https://support.affinity.co/s/article/Chrome-extension.md): Capture context from anywhere on the web.
- [Cleaning Up Your Data Before Importing Into Affinity](https://support.affinity.co/s/article/Cleaning-up-your-data-before-importing-into-Affinity.md): Help center reference: Cleaning Up Your Data Before Importing Into Affinity
- [Conducting searches in Affinity](https://support.affinity.co/s/article/Conducting-searches-in-Affinity.md): Help center reference
- [Copy and Paste in New Lists Reference](https://support.affinity.co/s/article/Copy-and-paste-in-new-lists-reference.md): Reference: Copy and Paste in New Lists Reference
- [Creating Custom Salesforce Fields Based On Affinity Data Fields](https://support.affinity.co/s/article/Creating-custom-Salesforce-fields-based-on-Affinity-Data-fields.md): Help center reference
- [Crunchbase data in Affinity](https://support.affinity.co/s/article/Crunchbase-data-in-Affinity.md): Help center reference
- [Custom Google SSO SAML For Affinity Access](https://support.affinity.co/s/article/Custom-Google-SSO-SAML-for-Affinity-access.md): Help center reference: Custom Google SSO SAML For Affinity Access
- [Custom Message Formatting For Slack And Microsoft Teams Integrations](https://support.affinity.co/s/article/Custom-Message-Formatting-for-Slack-and-Microsoft-Teams-Integrations.md): Help center reference
- [Data Migration](https://support.affinity.co/s/article/Data-migration.md): Importing from other systems, exporting your data.
- [Data & Reporting](https://support.affinity.co/s/article/Data-reporting.md): Exporting, dashboarding, and maintaining data quality.
- [Deal Management](https://support.affinity.co/s/article/Deal-management.md): Deal Management resources from the Affinity masterclass library.
- [Deal Management](https://support.affinity.co/s/article/Deal-management-2.md): Moving deals through stages and keeping pipeline accurate.
- [Deal Sourcing](https://support.affinity.co/s/article/Deal-sourcing.md): Deal Sourcing resources from the Affinity masterclass library.
- [Dealroom.co data in Affinity](https://support.affinity.co/s/article/Dealroom-co-data-in-Affinity.md): Dealroom.co's organizational data and insights are integrated directly into your Affinity lists, with coverage for over 2.1 million global organizations.
- [Domain Verification Guide For Sync Only Users](https://support.affinity.co/s/article/Domain-Verification-Guide-for-Sync-Only-users.md): Help center reference: Domain Verification Guide For Sync Only Users
- [Email Sync](https://support.affinity.co/s/article/Email-sync.md): Auto-capture every conversation with prospects and contacts.
- [Enriched Global and List specific Fields](https://support.affinity.co/s/article/Enriched-Global-and-List-specific-Fields.md): Help center reference
- [Enrichment Display Styles in New Lists Reference](https://support.affinity.co/s/article/Enrichment-display-styles-in-new-lists-reference.md): Reference: Enrichment Display Styles in New Lists Reference
- [Enterprise Permissions: Teams of Users](https://support.affinity.co/s/article/Enterprise-permissions-Teams-of-users.md): Video resource from Affinity's masterclass library.
- [Enterprise Permissions Enterprise Only](https://support.affinity.co/s/article/Enterprise-permissions-enterprise-only.md): Help center reference: Enterprise Permissions Enterprise Only
- [Export data for an LP update](https://support.affinity.co/s/article/Export-data-for-an-lp-update.md): Pull pipeline and portfolio metrics into a CSV ready for your quarterly LP report.
- [Field Creation and Deletion in New Lists Reference](https://support.affinity.co/s/article/Field-creation-and-deletion-in-new-lists-reference.md): Reference: Field Creation and Deletion in New Lists Reference
- [Filter/Sort/Operators Reference](https://support.affinity.co/s/article/Filter-sort-operators-reference.md): Reference: Filter/Sort/Operators Reference
- [Filtering Interactions By Specific Team Members](https://support.affinity.co/s/article/Filtering-interactions-by-specific-team-members.md): Help center reference: Filtering Interactions By Specific Team Members
- [Find warm introductions to a target](https://support.affinity.co/s/article/Find-warm-introductions-to-a-target.md): Use Relationship Intelligence to find the strongest path to a contact through your team's network.
- [From Insight to Impact: Enhancing Portfolio Value with Affinity](https://support.affinity.co/s/article/From-insight-to-impact-enhancing-portfolio-value-with-Affinity.md): Webinar resource from Affinity's masterclass library.
- [Fundraising & IR](https://support.affinity.co/s/article/Fundraising-IR.md): Fundraising & IR resources from the Affinity masterclass library.
- [Fundraising & IR](https://support.affinity.co/s/article/Fundraising-IR-2.md): Managing LP relationships and coordinating fundraising activity.
- [Getting Started: Import LinkedIn Connections](https://support.affinity.co/s/article/Getting-started-import-linkedin-connections.md): Getting Started: Import LinkedIn Connections
- [Getting Started with AI Chat](https://support.affinity.co/s/article/Getting-started-with-AI-chat.md): Get started: Getting Started with AI Chat
- [Getting Started With Affinity Analytics](https://support.affinity.co/s/article/Getting-started-with-Affinity-Analytics.md): Help center reference
- [Getting Started with Affinity MCP](https://support.affinity.co/s/article/Getting-started-with-Affinity-MCP.md): Get started: Getting Started with Affinity MCP
- [Getting Started With The Affinity API + FAQs](https://support.affinity.co/s/article/Getting-started-with-the-Affinity-API-faqs.md): Getting Started With The Affinity API + FAQs
- [Google Error 400 Admin Policy Enforced](https://support.affinity.co/s/article/Google-Error-400-Admin-Policy-Enforced.md): Help center reference: Google Error 400 Admin Policy Enforced
- [How PE firms manage pipeline in Affinity](https://support.affinity.co/s/article/How-PE-firms-manage-pipeline-in-Affinity.md): Video resource from Affinity's masterclass library.
- [How Do I Know Which Affinity Subscription Tier I Am On](https://support.affinity.co/s/article/How-do-I-know-which-Affinity-subscription-tier-I-am-on.md): Help center reference: How Do I Know Which Affinity Subscription Tier I Am On
- [How Do Shared Inboxes And Email Aliases Work In Affinity](https://support.affinity.co/s/article/How-do-shared-inboxes-and-email-aliases-work-in-Affinity.md): Help center reference
- [How To Access Employee Growth Insights For Organizations](https://support.affinity.co/s/article/How-to-access-Employee-Growth-Insights-for-organizations.md): Help center reference
- [Calendar sync and meeting tracking](https://support.affinity.co/s/article/How-to-access-your-meetings-directly-within-Affinity.md): Help center reference
- [How To Access Your Meetings Directly Within Affinity](https://support.affinity.co/s/article/How-to-access-your-meetings-directly-within-Affinity-2.md): Help center reference
- [How to add and view comments in Affinity](https://support.affinity.co/s/article/How-to-add-and-view-comments-in-Affinity.md): Help center reference
- [How to add and view notes in Affinity](https://support.affinity.co/s/article/How-to-add-and-view-notes-in-Affinity.md): Help center reference
- [How to Add Entries to New Lists](https://support.affinity.co/s/article/How-to-add-entries-to-new-lists.md): How to Add Entries to New Lists
- [How to add images to a note](https://support.affinity.co/s/article/How-to-add-images-to-a-note.md): Help center reference
- [Email sync and Gmail integration](https://support.affinity.co/s/article/How-to-add-or-remove-your-synced-email-accounts-from-Affinity.md): Help center reference
- [How To Add Or Remove Your Synced Email Accounts From Affinity](https://support.affinity.co/s/article/How-to-add-or-remove-your-synced-email-accounts-from-Affinity-2.md): Help center reference
- [How To Add Third Party Applications To Your Google Workspace](https://support.affinity.co/s/article/How-to-add-third-party-applications-to-your-Google-Workspace.md): Help center reference: How To Add Third Party Applications To Your Google Workspace
- [How To Apply Filters In Dashboard Views](https://support.affinity.co/s/article/How-to-apply-filters-in-dashboard-views.md): Help center reference
- [How to Audit API Keys in Your Instance](https://support.affinity.co/s/article/How-to-audit-API-keys-in-your-instance.md): How to Audit API Keys in Your Instance
- [How to audit data completeness and team performance](https://support.affinity.co/s/article/How-to-audit-data-completeness-and-team-performance.md): Workflow recipe: How to audit data completeness and team performance
- [How to automatically create opportunities from qualified leads](https://support.affinity.co/s/article/How-to-automatically-create-opportunities-from-qualified-leads.md): Workflow recipe: How to automatically create opportunities from qualified leads
- [How To Block Emails From Syncing For Affinity For Salesforce](https://support.affinity.co/s/article/How-to-block-emails-from-syncing-for-Affinity-for-Salesforce.md): Help center reference
- [How To Build A Dealmaker Dashboard In Salesforce Using Affinity Data](https://support.affinity.co/s/article/How-to-build-a-dealmaker-dashboard-in-Salesforce-using-Affinity-data.md): Help center reference
- [How to build a qualified pipeline using required fields](https://support.affinity.co/s/article/How-to-build-a-qualified-pipeline-using-required-fields.md): Workflow recipe: How to build a qualified pipeline using required fields
- [How to build targeted prospect lists with multi-criteria filtering](https://support.affinity.co/s/article/How-to-build-targeted-prospect-lists-with-multi-criteria-filtering.md): Workflow recipe: How to build targeted prospect lists with multi-criteria filtering
- [How To Bulk Convert Organizations Into Opportunities](https://support.affinity.co/s/article/How-to-bulk-convert-organizations-into-opportunities.md): Help center reference
- [How To Change A List Name](https://support.affinity.co/s/article/How-to-change-a-list-name.md): Help center reference
- [How To Change Your Date And Time Preferences](https://support.affinity.co/s/article/How-to-change-your-date-and-time-preferences.md): Help center reference: How To Change Your Date And Time Preferences
- [How to copy a list template](https://support.affinity.co/s/article/How-to-copy-a-list-template.md): Help center reference
- [How to copy list entries from one list to another](https://support.affinity.co/s/article/How-to-copy-list-entries-from-one-list-to-another.md): Help center reference
- [How To Create A Dashboard View](https://support.affinity.co/s/article/How-to-create-a-dashboard-view.md): Help center reference
- [How to create a new column field in a list](https://support.affinity.co/s/article/How-to-create-a-new-column-field-in-a-list.md): Help center reference
- [How to create a new list in Affinity](https://support.affinity.co/s/article/How-to-create-a-new-list-in-Affinity.md): Help center reference
- [How To Create An SSO Shortcut To Affinity](https://support.affinity.co/s/article/How-to-create-an-SSO-shortcut-to-Affinity.md): Help center reference: How To Create An SSO Shortcut To Affinity
- [How to Create and Delete Fields in New Lists](https://support.affinity.co/s/article/How-to-create-and-delete-fields-in-new-lists.md): How to Create and Delete Fields in New Lists
- [How To Create And Edit Tiles In Dashboard Views](https://support.affinity.co/s/article/How-to-create-and-edit-tiles-in-dashboard-views.md): Help center reference
- [How to Create and Manage API Keys](https://support.affinity.co/s/article/How-to-create-and-manage-API-keys.md): How to Create and Manage API Keys
- [How to Create and Use Saved Views in New Lists](https://support.affinity.co/s/article/How-to-create-and-use-saved-views-in-new-lists.md): How to Create and Use Saved Views in New Lists
- [How To Create Custom Dimensions Measures And Calculations In Affinity Analytics](https://support.affinity.co/s/article/How-to-create-custom-dimensions-measures-and-calculations-in-Affinity-Analytics.md): Help center reference
- [How To Create Custom Groups In Dashboard Views](https://support.affinity.co/s/article/How-to-create-custom-groups-in-dashboard-views.md): Help center reference
- [How to create list calculations using the formula field](https://support.affinity.co/s/article/How-to-create-list-calculations-using-the-formula-field.md): Use formula fields to calculate values from other fields in your list — sums, averages, weighted values, and other custom metrics.
- [How To Create Probability Adjusted Values For Forecasting With Affinity Analytics](https://support.affinity.co/s/article/How-to-create-probability-adjusted-values-for-forecasting-with-Affinity-Analytics.md): Help center reference: How To Create Probability Adjusted Values For Forecasting With Affinity Analytics
- [How To Create Use Email Templates Within Affinity](https://support.affinity.co/s/article/How-to-create-use-Email-Templates-within-Affinity.md): Help center reference
- [How to create use Note Templates within Affinity](https://support.affinity.co/s/article/How-to-create-use-Note-Templates-within-Affinity.md): Help center reference
- [How to customize Default Fields](https://support.affinity.co/s/article/How-to-customize-Default-Fields.md): Help center reference
- [How to customize Profile Fields](https://support.affinity.co/s/article/How-to-customize-profile-fields.md): Help center reference
- [How to customize saved views in your lists](https://support.affinity.co/s/article/How-to-customize-saved-views-in-your-lists.md): Help center reference
- [How To Deactivate Reactivate Or Remove Users From Your Affinity Account](https://support.affinity.co/s/article/How-to-deactivate-reactivate-or-remove-users-from-your-Affinity-account.md): Help center reference: How To Deactivate Reactivate Or Remove Users From Your Affinity Account
- [How To Delete A List](https://support.affinity.co/s/article/How-to-delete-a-list.md): Help center reference
- [How To Delete Columns In Affinity](https://support.affinity.co/s/article/How-to-delete-columns-in-Affinity.md): Help center reference
- [How To Delete Profiles From Affinity](https://support.affinity.co/s/article/How-to-delete-profiles-from-Affinity.md): Help center reference
- [Chrome extension setup and usage](https://support.affinity.co/s/article/How-to-download-Affinity-s-Pathfinder-Chrome-Extension.md): Help center reference
- [Mobile app overview](https://support.affinity.co/s/article/How-to-download-sign-into-the-Affinity-Mobile-App.md): Help center reference
- [How To Duplicate Tiles And Dashboard Views In Affinity](https://support.affinity.co/s/article/How-to-duplicate-tiles-and-dashboard-views-in-Affinity.md): Help center reference
- [How To Edit An Organization's Name And Domain](https://support.affinity.co/s/article/How-to-edit-an-organization-s-name-and-domain.md): Help center reference
- [How to Edit Fields in New Lists](https://support.affinity.co/s/article/How-to-edit-fields-in-new-lists.md): Help center reference
- [How To Edit Remove An Entity's Profile Photo](https://support.affinity.co/s/article/How-to-edit-remove-an-entity-s-profile-photo.md): Help center reference
- [How to efficiently update your pipeline after team meetings](https://support.affinity.co/s/article/How-to-efficiently-update-your-pipeline-after-team-meetings.md): Workflow recipe: How to efficiently update your pipeline after team meetings
- [How To Enable Domain Wide Delegation For Google Impersonation Enterprise Only](https://support.affinity.co/s/article/How-to-enable-domain-wide-delegation-for-Google-impersonation-Enterprise-only.md): Help center reference: How To Enable Domain Wide Delegation For Google Impersonation Enterprise Only
- [How to enforce documentation at critical deal milestones](https://support.affinity.co/s/article/How-to-enforce-documentation-at-critical-deal-milestones.md): Workflow recipe: How to enforce documentation at critical deal milestones
- [How to enrich company profiles after discovery calls](https://support.affinity.co/s/article/How-to-enrich-company-profiles-after-discovery-calls.md): Workflow recipe: How to enrich company profiles after discovery calls
- [How To Export Dashboard Views](https://support.affinity.co/s/article/How-to-export-dashboard-views.md): Help center reference: How To Export Dashboard Views
- [How To Export Data From Attio To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Attio-to-import-into-Affinity.md): Help center reference: How To Export Data From Attio To Import Into Affinity
- [How To Export Data From Hubspot To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Hubspot-to-import-into-Affinity.md): Help center reference: How To Export Data From Hubspot To Import Into Affinity
- [How To Export Data From Microsoft Dynamics 365 To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Microsoft-Dynamics-365-to-import-into-Affinity.md): Help center reference: How To Export Data From Microsoft Dynamics 365 To Import Into Affinity
- [How To Export Data From Pipedrive To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Pipedrive-to-import-into-Affinity.md): Help center reference: How To Export Data From Pipedrive To Import Into Affinity
- [How To Export Data From Salesforce To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Salesforce-to-import-into-Affinity.md): Help center reference
- [How To Export Data From Sevanta To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Sevanta-to-import-into-Affinity.md): Help center reference: How To Export Data From Sevanta To Import Into Affinity
- [How To Export Data From Slack To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Slack-to-import-into-Affinity.md): Help center reference
- [How To Export Data From Trello To Import Into Affinity](https://support.affinity.co/s/article/How-to-export-data-from-Trello-to-import-into-Affinity.md): Help center reference: How To Export Data From Trello To Import Into Affinity
- [How to export data from Affinity](https://support.affinity.co/s/article/How-to-export-data-from-your-Affinity-lists.md): Help center reference: How to export data from Affinity
- [How To Export Data From Your Affinity Lists](https://support.affinity.co/s/article/How-to-export-data-from-your-Affinity-lists-2.md): Help center reference: How To Export Data From Your Affinity Lists
- [How To Export Notes From Affinity](https://support.affinity.co/s/article/How-to-export-notes-from-Affinity.md): Help center reference: How To Export Notes From Affinity
- [How To Favorite Lists](https://support.affinity.co/s/article/How-to-favorite-lists.md): Help center reference
- [How to filter by empty cells](https://support.affinity.co/s/article/How-to-filter-by-empty-cells.md): Help center reference
- [How to filter sort columns within a list](https://support.affinity.co/s/article/How-to-filter-sort-columns-within-a-list.md): Help center reference
- [How to Find and Filter Notes in Notes Center](https://support.affinity.co/s/article/How-to-find-and-filter-notes-in-notes-center.md): How to Find and Filter Notes in Notes Center
- [How To Find Your Affinity Subdomain](https://support.affinity.co/s/article/How-to-find-your-Affinity-subdomain.md): Help center reference: How To Find Your Affinity Subdomain
- [How To Find Your Custom EWS URL](https://support.affinity.co/s/article/How-to-find-your-custom-EWS-URL.md): Help center reference: How To Find Your Custom EWS URL
- [How to identify deals at risk using advanced filtering](https://support.affinity.co/s/article/How-to-identify-deals-at-risk-using-advanced-filtering.md): Workflow recipe: How to identify deals at risk using advanced filtering
- [How To Import By Affinity Row ID](https://support.affinity.co/s/article/How-to-import-by-Affinity-Row-ID.md): Bulk update existing list entries by exporting Affinity Row IDs and matching by them on re-import.
- [How to import data into Affinity](https://support.affinity.co/s/article/How-to-import-data-into-Affinity.md): Help center reference: How to import data into Affinity
- [How To Import Notes Into Affinity](https://support.affinity.co/s/article/How-to-import-notes-into-Affinity.md): Help center reference: How To Import Notes Into Affinity
- [How To Import Your Data Into Affinity](https://support.affinity.co/s/article/How-to-import-your-data-into-Affinity.md): Help center reference: How To Import Your Data Into Affinity
- [How To Install Affinity For Salesforce](https://support.affinity.co/s/article/How-to-install-Affinity-for-Salesforce.md): Help center reference
- [How To Install/Update Affinity's Managed Package In Salesforce](https://support.affinity.co/s/article/How-to-install-update-Affinity-s-Managed-Package-in-Salesforce.md): Help center reference
- [How To Integrate Affinity With Mailchimp](https://support.affinity.co/s/article/How-to-integrate-Affinity-with-Mailchimp.md): Help center reference
- [How To Integrate Affinity With Microsoft SharePoint](https://support.affinity.co/s/article/How-to-integrate-Affinity-with-Microsoft-SharePoint.md): How To Integrate Affinity With Microsoft SharePoint
- [How To Integrate Affinity With Typeform](https://support.affinity.co/s/article/How-to-integrate-Affinity-with-Typeform.md): Help center reference
- [How To Invite Manage Collaborators In Affinity](https://support.affinity.co/s/article/How-to-invite-manage-Collaborators-in-Affinity.md): Help center reference: How To Invite Manage Collaborators In Affinity
- [How To Invite Manage Sync Only Users In Affinity](https://support.affinity.co/s/article/How-to-invite-manage-Sync-Only-users-in-Affinity.md): Help center reference: How To Invite Manage Sync Only Users In Affinity
- [How To Invite Others To Join Affinity Alliances](https://support.affinity.co/s/article/How-to-invite-others-to-join-Affinity-Alliances.md): Help center reference: How To Invite Others To Join Affinity Alliances
- [How To Leverage Affinity's Industry Insights](https://support.affinity.co/s/article/How-to-leverage-Affinity-s-Industry-Insights.md): Help center reference
- [How To Log Interactions Into Affinity](https://support.affinity.co/s/article/How-to-log-interactions-into-Affinity.md): Help center reference
- [How to maintain data quality using saved views](https://support.affinity.co/s/article/How-to-maintain-data-quality-using-saved-views.md): Workflow recipe: How to maintain data quality using saved views
- [How to manage your pipeline efficiently using saved views](https://support.affinity.co/s/article/How-to-manage-your-pipeline-efficiently-using-saved-views.md): Workflow recipe: How to manage your pipeline efficiently using saved views
- [How to manually create a new entity in Affinity](https://support.affinity.co/s/article/How-to-manually-create-a-new-entity-in-Affinity.md): Help center reference
- [How To Merge Duplicates](https://support.affinity.co/s/article/How-to-merge-duplicates.md): Help center reference
- [How To Pivot Data On Your Dashboard Views](https://support.affinity.co/s/article/How-to-pivot-data-on-your-dashboard-views.md): Help center reference
- [How to prepare for investor meetings using targeted search](https://support.affinity.co/s/article/How-to-prepare-for-investor-meetings-using-targeted-search.md): Workflow recipe: How to prepare for investor meetings using targeted search
- [How To Prevent Syncing Your Personal Calendar Data](https://support.affinity.co/s/article/How-to-prevent-syncing-your-personal-calendar-data.md): Help center reference: How To Prevent Syncing Your Personal Calendar Data
- [How to prioritize warm introductions and travel planning](https://support.affinity.co/s/article/How-to-prioritize-warm-introductions-and-travel-planning.md): Workflow recipe: How to prioritize warm introductions and travel planning
- [How to quickly audit and update stale deals in your pipeline](https://support.affinity.co/s/article/How-to-quickly-audit-and-update-stale-deals-in-your-pipeline.md): Workflow recipe: How to quickly audit and update stale deals in your pipeline
- [How To Reenable Syncing Into Affinity](https://support.affinity.co/s/article/How-to-reenable-syncing-into-Affinity.md): Help center reference: How To Reenable Syncing Into Affinity
- [How To Reset Google Permissions For Affinity](https://support.affinity.co/s/article/How-to-reset-Google-permissions-for-Affinity.md): Help center reference: How To Reset Google Permissions For Affinity
- [How to Search Within New Lists](https://support.affinity.co/s/article/How-to-search-within-new-lists.md): Help center reference
- [How to securely set up third-party integrations](https://support.affinity.co/s/article/How-to-securely-set-up-third-party-integrations.md): Workflow recipe: How to securely set up third-party integrations
- [How To Send Emails And File Attachments Through Affinity](https://support.affinity.co/s/article/How-to-send-emails-and-file-attachments-through-Affinity.md): Help center reference
- [How To Send Personalized Bulk Emails Within Affinity](https://support.affinity.co/s/article/How-to-send-personalized-bulk-emails-within-Affinity.md): Help center reference
- [How To Set And Track Goals Using Affinity Analytics](https://support.affinity.co/s/article/How-to-set-and-track-goals-using-Affinity-Analytics.md): Help center reference
- [How To Set Reminders In Affinity](https://support.affinity.co/s/article/How-to-set-reminders-in-Affinity.md): Help center reference
- [How To Set Up Activity Sync Rules For Your Team On Affinity For Salesforce](https://support.affinity.co/s/article/How-to-set-up-Activity-Sync-Rules-for-your-team-on-Affinity-for-Salesforce.md): Help center reference
- [How To Set Up Affinity For Salesforce](https://support.affinity.co/s/article/How-to-set-up-Affinity-for-Salesforce.md): Help center reference
- [How To Set Up Azure SAML For Affinity Access](https://support.affinity.co/s/article/How-to-set-up-Azure-SAML-for-Affinity-access.md): Help center reference: How To Set Up Azure SAML For Affinity Access
- [How To Set Up Custom Single Sign On SSO With Affinity](https://support.affinity.co/s/article/How-to-set-up-Custom-Single-Sign-On-SSO-with-Affinity.md): Help center reference: How To Set Up Custom Single Sign On SSO With Affinity
- [How To Set Up Okta SAML For Affinity Access](https://support.affinity.co/s/article/How-to-set-up-Okta-SAML-for-Affinity-access.md): Help center reference: How To Set Up Okta SAML For Affinity Access
- [How To Set Up Opportunity Triggers](https://support.affinity.co/s/article/How-to-set-up-Opportunity-Triggers.md): Help center reference
- [How To Set Up Ping OpenID For Affinity Access](https://support.affinity.co/s/article/How-to-set-up-Ping-OpenID-for-Affinity-access.md): Help center reference: How To Set Up Ping OpenID For Affinity Access
- [How To Set Up Reminder Triggers](https://support.affinity.co/s/article/How-to-set-up-Reminder-Triggers.md): Help center reference
- [How To Set Up Status Triggers](https://support.affinity.co/s/article/How-to-set-up-Status-Triggers.md): Help center reference
- [How To Set Up And Use Affinity Notetaker](https://support.affinity.co/s/article/How-to-set-up-and-use-Affinity-Notetaker.md): Help center reference
- [How To Set Up Automated Alerts For Affinity Analytics](https://support.affinity.co/s/article/How-to-set-up-automated-alerts-for-Affinity-Analytics.md): Help center reference
- [How To Set Up Email And Web App Notifications For Affinity](https://support.affinity.co/s/article/How-to-set-up-email-and-web-app-notifications-for-Affinity.md): Help center reference: How To Set Up Email And Web App Notifications For Affinity
- [How to configure notification settings](https://support.affinity.co/s/article/How-to-set-up-email-and-web-app-notifications-for-Affinity-2.md): Help center reference
- [How To Set Up Your Integration User](https://support.affinity.co/s/article/How-to-set-up-your-Integration-User.md): Help center reference: How To Set Up Your Integration User
- [How To Set Up Your Account For Deal Assist](https://support.affinity.co/s/article/How-to-set-up-your-account-for-Deal-Assist.md): Help center reference: How To Set Up Your Account For Deal Assist
- [How To Set Up Your Email Signature In Affinity](https://support.affinity.co/s/article/How-to-set-up-your-email-signature-in-Affinity.md): 1. Settings (left panel) → Email Signatures tab 2. Type email signature → Add rich-text formatting (bold, italic, links, etc.) → Add images (max 5MB) 3. Save changes 4. Signature appears when composin
- [How To Set Win Ratios In Affinity Analytics](https://support.affinity.co/s/article/How-to-set-win-ratios-in-Affinity-Analytics.md): Help center reference
- [How to share lists in Affinity](https://support.affinity.co/s/article/How-to-share-lists-in-Affinity.md): Help center reference
- [How to sign in with Google](https://support.affinity.co/s/article/How-to-sign-in-with-Google.md): Help center reference
- [How To Sign In With Microsoft Exchange On Premise](https://support.affinity.co/s/article/How-to-sign-in-with-Microsoft-Exchange-On-Premise.md): Help center reference
- [How To Sign In With Microsoft Office 365](https://support.affinity.co/s/article/How-to-sign-in-with-Microsoft-Office-365.md): Help center reference
- [How To Sign Into Affinity](https://support.affinity.co/s/article/How-to-sign-into-Affinity.md): Help center reference: How To Sign Into Affinity
- [How to standardize team workflows with required fields and triggers](https://support.affinity.co/s/article/How-to-standardize-team-workflows-with-required-fields-and-triggers.md): Workflow recipe: How to standardize team workflows with required fields and triggers
- [How to standardize team workflows with shared views](https://support.affinity.co/s/article/How-to-standardize-team-workflows-with-shared-views.md): Workflow recipe: How to standardize team workflows with shared views
- [How to strengthen key relationships using connection filters](https://support.affinity.co/s/article/How-to-strengthen-key-relationships-using-connection-filters.md): Workflow recipe: How to strengthen key relationships using connection filters
- [How To Sync Archived Emails Folders Into Affinity](https://support.affinity.co/s/article/How-to-sync-archived-emails-folders-into-Affinity.md): Help center reference
- [How to target the right investors using precise criteria](https://support.affinity.co/s/article/How-to-target-the-right-investors-using-precise-criteria.md): Workflow recipe: How to target the right investors using precise criteria
- [How To Track Average Days Spent In Each Status Using Affinity Analytics](https://support.affinity.co/s/article/How-to-track-average-days-spent-in-each-status-using-Affinity-Analytics.md): Help center reference: How To Track Average Days Spent In Each Status Using Affinity Analytics
- [How To Track Emails Sent Through Affinity](https://support.affinity.co/s/article/How-to-track-emails-sent-through-Affinity.md): Help center reference
- [How To Track Introductions In Affinity](https://support.affinity.co/s/article/How-to-track-introductions-in-Affinity.md): Help center reference
- [How To Track Last Status Before Lost Or Passed Using Affinity Analytics](https://support.affinity.co/s/article/How-to-track-last-status-before-Lost-or-Passed-using-Affinity-Analytics.md): Help center reference
- [How To Turn On Dark Mode In Affinity](https://support.affinity.co/s/article/How-to-turn-on-Dark-Mode-in-Affinity.md): Help center reference: How To Turn On Dark Mode In Affinity
- [How To Undo Imports In Affinity](https://support.affinity.co/s/article/How-to-undo-imports-in-Affinity.md): Help center reference: How To Undo Imports In Affinity
- [How To Update A Contact's Primary Email Address In Affinity](https://support.affinity.co/s/article/How-to-update-a-contact-s-primary-email-address-in-Affinity.md): Help center reference
- [How to update dropdown options for dropdown type fields](https://support.affinity.co/s/article/How-to-update-dropdown-options-for-dropdown-type-fields.md): Help center reference
- [How To Upload Download And Remove Files In Affinity](https://support.affinity.co/s/article/How-to-upload-download-and-remove-files-in-Affinity.md): Help center reference
- [How To Use Affinity For Salesforce](https://support.affinity.co/s/article/How-to-use-Affinity-for-Salesforce.md): Help center reference
- [How To Use Notetaker In Affinity For Salesforce](https://support.affinity.co/s/article/How-to-use-Notetaker-in-Affinity-for-Salesforce.md): Help center reference
- [How to use text and highlight colors in Notes](https://support.affinity.co/s/article/How-to-use-text-and-highlight-colors-in-notes.md): How to use text and highlight colors in Notes
- [Identifying How Contacts Are Created In Affinity](https://support.affinity.co/s/article/Identifying-how-contacts-are-created-in-Affinity.md): Help center reference
- [Industry Guides](https://support.affinity.co/s/article/Industry-guides.md): Long-form written guides on VC, PE, and alliance management practices.
- [Industry Insights](https://support.affinity.co/s/article/Industry-insights.md): Video resource from Affinity's masterclass library.
- [Integrations](https://support.affinity.co/s/article/Integrations.md): Connect Affinity with the rest of your stack.
- [Internal Vs External Contacts](https://support.affinity.co/s/article/Internal-vs-External-Contacts.md): Help center reference: Internal Vs External Contacts
- [Investment banking overview in Affinity](https://support.affinity.co/s/article/Investment-banking-overview-in-Affinity.md): Video resource from Affinity's masterclass library.
- [Keyboard Shortcuts](https://support.affinity.co/s/article/Keyboard-Shortcuts.md): Help center reference
- [Leveraging your Connections and Relationship Strengths](https://support.affinity.co/s/article/Leveraging-your-Connections-and-Relationship-Strengths.md): Help center reference
- [List Level Permissions](https://support.affinity.co/s/article/List-Level-Permissions.md): Help center reference: List Level Permissions
- [List Of Requested Slack Scopes And Reasons](https://support.affinity.co/s/article/List-of-requested-Slack-scopes-and-reasons.md): Help center reference
- [Lists](https://support.affinity.co/s/article/Lists.md): Organize companies, people, and opportunities into curated collections.
- [Lists in Affinity — Open Beta Guide](https://support.affinity.co/s/article/Lists-in-Affinity.md): A guide to the new Lists experience in Affinity: what's available now, what's coming, and where to learn each capability.
- [MS Graph API Permissions](https://support.affinity.co/s/article/MS-Graph-API-Permissions.md): Help center reference: MS Graph API Permissions
- [Mailchimp Campaign Activities Integration Walkthrough](https://support.affinity.co/s/article/Mailchimp-campaign-activities-integration-walkthrough.md): Video resource from Affinity's masterclass library.
- [Manage AI Settings (Admin Guide)](https://support.affinity.co/s/article/Manage-AI-Settings.md): Admin walkthrough for the Affinity AI Settings page — control which AI and experimental Labs features are available across your organization.
- [Manage Apps Reference](https://support.affinity.co/s/article/Manage-apps-reference.md): Reference: Manage Apps Reference
- [Managing Data Privacy in Affinity: Syncing, Sharing, and Staying Aligned](https://support.affinity.co/s/article/Managing-data-privacy-in-Affinity-syncing-sharing-and-staying-aligned.md): Webinar resource from Affinity's masterclass library.
- [Managing relationships with prospective & existing LPs](https://support.affinity.co/s/article/Managing-relationships-with-prospective-existing-lps.md): Video resource from Affinity's masterclass library.
- [Mastering Investor Relations: Streamlining Your Workflow to Track LPs and Fundraising](https://support.affinity.co/s/article/Mastering-investor-relations-streamlining-your-workflow-to-track-lps-and-fundraising.md): Webinar resource from Affinity's masterclass library.
- [Meeting Preparation with AI Chat](https://support.affinity.co/s/article/Meeting-preparation-with-AI-chat.md): Workflow recipe: Meeting Preparation with AI Chat
- [Microsoft Troubleshooting Need Admin Approval Or Approval Required](https://support.affinity.co/s/article/Microsoft-Troubleshooting-Need-Admin-Approval-or-Approval-Required.md): Help center reference: Microsoft Troubleshooting Need Admin Approval Or Approval Required
- [Mobile App](https://support.affinity.co/s/article/Mobile-app.md): Affinity on iOS and Android.
- [Mobile Sign In Office 365 Advanced Threat Protection ATP](https://support.affinity.co/s/article/Mobile-sign-in-Office-365-Advanced-Threat-Protection-ATP.md): Help center reference: Mobile Sign In Office 365 Advanced Threat Protection ATP
- [Navigating profile pages in Affinity](https://support.affinity.co/s/article/Navigating-profile-pages-in-Affinity.md): Help center reference
- [Navigating Your Settings In Affinity](https://support.affinity.co/s/article/Navigating-your-settings-in-Affinity.md): Navigating Your Settings In Affinity
- [Notes](https://support.affinity.co/s/article/Notes.md): Capture, organize, and search meeting notes, comments, and templated notes.
- [Notes Center Reference](https://support.affinity.co/s/article/Notes-center-reference.md): Reference: Notes Center Reference
- [Notion](https://support.affinity.co/s/article/Notion.md): Reference Affinity data in your Notion workspace.
- [Overview Of Unanswered Emails](https://support.affinity.co/s/article/Overview-of-Unanswered-Emails.md): Help center reference
- [Overview Of The Global Navigation Bar And Homepage In Affinity](https://support.affinity.co/s/article/Overview-of-the-global-navigation-bar-and-homepage-in-Affinity.md): Help center reference
- [Pathfinder Chrome App](https://support.affinity.co/s/article/Pathfinder-Chrome-app.md): App resource from Affinity's masterclass library.
- [Pipeline](https://support.affinity.co/s/article/Pipeline.md): Track opportunities through stages and forecast outcomes.
- [Portfolio Operations](https://support.affinity.co/s/article/Portfolio-operations.md): Supporting portfolio companies post-investment.
- [Portfolio Support & Mgmt](https://support.affinity.co/s/article/Portfolio-support-mgmt.md): Portfolio Support & Mgmt resources from the Affinity masterclass library.
- [Preparing Your Import When It Contains Asian Characters](https://support.affinity.co/s/article/Preparing-your-import-when-it-contains-Asian-characters.md): Help center reference: Preparing Your Import When It Contains Asian Characters
- [Profiles](https://support.affinity.co/s/article/Profiles.md): Profile pages for companies, people, and opportunities.
- [Rich text formatting for notes within Affinity](https://support.affinity.co/s/article/Rich-text-formatting-for-notes-within-Affinity.md): Help center reference
- [Run a weekly pipeline review](https://support.affinity.co/s/article/Run-a-weekly-pipeline-review.md): Use Board view and saved views to walk your team through every active deal in 30 minutes.
- [Salesforce](https://support.affinity.co/s/article/Salesforce.md): Bidirectional sync between Affinity and Salesforce.
- [Saved Views in New Lists Reference](https://support.affinity.co/s/article/Saved-views-in-new-lists-reference.md): Reference: Saved Views in New Lists Reference
- [Search & Discovery](https://support.affinity.co/s/article/Search-discovery.md): Find anything in your data, fast.
- [Security & Privacy](https://support.affinity.co/s/article/Security-privacy.md): Privacy preferences, data governance, and compliance.
- [Setting Up Microsoft Graph Client Credentials](https://support.affinity.co/s/article/Setting-up-Microsoft-Graph-Client-Credentials.md): Help center reference: Setting Up Microsoft Graph Client Credentials
- [Setting Up Your Privacy Preferences In Affinity](https://support.affinity.co/s/article/Setting-up-your-privacy-preferences-in-Affinity.md): Help center reference: Setting Up Your Privacy Preferences In Affinity
- [Slack & Microsoft Teams](https://support.affinity.co/s/article/Slack-Microsoft-Teams.md): Bring Affinity activity into your team's chat.
- [Sourcing & Discovery](https://support.affinity.co/s/article/Sourcing-discovery.md): Finding new opportunities and warm paths into them.
- [Supported File Types For Upload](https://support.affinity.co/s/article/Supported-File-Types-for-Upload.md): Help center reference
- [Syncing Data Into Affinity](https://support.affinity.co/s/article/Syncing-data-into-Affinity.md): Help center reference
- [Team & Setup](https://support.affinity.co/s/article/Team-setup.md): Inviting users, sharing data, and connecting integrations.
- [Setup & Pre-flight](https://support.affinity.co/s/article/Tier-0-setup-and-pre-flight.md): Everything you need to do before Tier 1: account, integrations, and getting your data into Affinity.
- [Foundation](https://support.affinity.co/s/article/Tier-1-foundation.md): Six tutorials that get you productive immediately.
- [Building Confidence](https://support.affinity.co/s/article/Tier-2-confidence-building.md): Five tutorials to deepen your core habits.
- [Going Deeper](https://support.affinity.co/s/article/Tier-3-intermediate-advanced.md): Five tutorials for depth: pipeline analytics, automation, advanced lists, RI for DD.
- [Mastery](https://support.affinity.co/s/article/Tier-4-mastery.md): Two power-user tutorials on executive dashboards and forecasting.
- [Tracking talent & candidates for portfolio companies](https://support.affinity.co/s/article/Tracking-talent-candidates-for-portfolio-companies.md): Video resource from Affinity's masterclass library.
- [Troubleshooting](https://support.affinity.co/s/article/Troubleshooting.md): Common issues, FAQs, and how to reach support.
- [Troubleshooting CSV File Formats](https://support.affinity.co/s/article/Troubleshooting-CSV-file-formats.md): Help center reference: Troubleshooting CSV File Formats
- [Troubleshooting Common Issues For Affinity Analytics](https://support.affinity.co/s/article/Troubleshooting-common-issues-for-Affinity-Analytics.md): Help center reference: Troubleshooting Common Issues For Affinity Analytics
- [Troubleshooting For Affinity Notetaker](https://support.affinity.co/s/article/Troubleshooting-for-Affinity-Notetaker.md): Help center reference: Troubleshooting For Affinity Notetaker
- [Troubleshooting Sign In For Microsoft Exchange On Premise](https://support.affinity.co/s/article/Troubleshooting-sign-in-for-Microsoft-Exchange-On-Premise.md): Help center reference: Troubleshooting Sign In For Microsoft Exchange On Premise
- [Turn meetings into insights with Affinity Notetaker](https://support.affinity.co/s/article/Turn-meetings-into-insights-with-Affinity-notetaker.md): Video resource from Affinity's masterclass library.
- [Tutorial 0.1: Set Up Your Account](https://support.affinity.co/s/article/Tutorial-0-1-set-up-your-account.md): Sign in, configure your profile, set notifications, and (if you're an admin) get SSO and an Integration User in place.
- [Tutorial 0.2: Connect Your Inbox & Calendar](https://support.affinity.co/s/article/Tutorial-0-2-connect-inbox-and-calendar.md): Sync Gmail or Outlook plus your calendar — the single most important setup step. This is what powers Relationship Intelligence.
- [Tutorial 0.3: Plan Your Data Migration](https://support.affinity.co/s/article/Tutorial-0-3-plan-your-migration.md): Before you import a single row, plan your migration. Decide what to bring, audit for duplicates, design your fields, and prep your CSVs.
- [Tutorial 0.4: Import Your Data](https://support.affinity.co/s/article/Tutorial-0-4-import-your-data.md): Bring your existing data into Affinity. Source-specific guides for Salesforce, HubSpot, Pipedrive, Dynamics, Attio, Sevanta, Slack, Trello, LinkedIn, plus generic CSV and notes.
- [Tutorial 0.5: Verify & Invite Your Team](https://support.affinity.co/s/article/Tutorial-0-5-verify-and-invite-team.md): Confirm your import landed correctly, do a light dedup pass, then bring your team in with the right permissions.
- [Tutorial 1: Your First List — Create, Populate, and Organize](https://support.affinity.co/s/article/Tutorial-1-your-first-list-create-populate-and-organize.md): Create your first list, add entries, understand column colors, filter, and switch to Board view.
- [Tutorial 10: Working with Your Team — Collaboration Essentials](https://support.affinity.co/s/article/Tutorial-10-working-with-your-team-collaboration-essentials.md): Reminders, file attachments, interaction filtering, and external data sync.
- [Tutorial 11: Data Quality — Clean, Merge, and Maintain](https://support.affinity.co/s/article/Tutorial-11-data-quality-clean-merge-and-maintain.md): Merge duplicate profiles and save search results to lists for cleaner CRM data.
- [Tutorial 12: Advanced Pipeline Management](https://support.affinity.co/s/article/Tutorial-12-advanced-pipeline-management.md): Funnel analysis, stage velocity, deal health scoring with formulas.
- [Tutorial 13: Automation and Rules](https://support.affinity.co/s/article/Tutorial-13-automation-and-rules.md): Automate list movement, status-triggered field updates, and use list templates for consistency.
- [Tutorial 14: Analytics and Reporting — From Templates to Custom Dashboards](https://support.affinity.co/s/article/Tutorial-14-analytics-and-reporting-from-templates-to-custom-dashboards.md): Navigate Affinity Analytics, use templates, build custom dashboards, multi-list reports, and exports.
- [Tutorial 15: Advanced List Management](https://support.affinity.co/s/article/Tutorial-15-advanced-list-management.md): Lock and share saved views, build formula fields, and send bulk email from a list.
- [Tutorial 16: Relationship Intelligence for Due Diligence](https://support.affinity.co/s/article/Tutorial-16-relationship-intelligence-for-due-diligence.md): Map team connections to DD targets, find reference contacts, assess team-wide knowledge.
- [Tutorial 17: Executive Dashboards and Board Reporting](https://support.affinity.co/s/article/Tutorial-17-executive-dashboards-and-board-reporting.md): Design executive dashboards, build custom analytics dimensions, track team performance, calculated fields.
- [Tutorial 18: Advanced Deal Flow and Forecasting](https://support.affinity.co/s/article/Tutorial-18-advanced-deal-flow-and-forecasting.md): Score deals by close likelihood, organize complex deal flow with hierarchies, build probability-adjusted forecasts.
- [Tutorial 2: Navigating Profiles and Understanding Your Data](https://support.affinity.co/s/article/Tutorial-2-navigating-profiles-and-understanding-your-data.md): Navigate profiles, understand the field color system, edit your first field, and use the activity timeline.
- [Tutorial 3: Search and Discovery — Find Anything in Seconds](https://support.affinity.co/s/article/Tutorial-3-search-and-discovery-find-anything-in-seconds.md): Master global search (Cmd+K / Alt+K), filter results, and navigate Affinity 3–5× faster.
- [Tutorial 4: Notes and Research Workflows](https://support.affinity.co/s/article/Tutorial-4-notes-and-research-workflows.md): Create notes from profiles, use templates, collaborate with @mentions, and set reminders.
- [Tutorial 5: Pipeline Basics — Track Deals from Start to Close](https://support.affinity.co/s/article/Tutorial-5-pipeline-basics-track-deals-from-start-to-close.md): Pipeline stages, Board view, deal stage updates, Opportunities vs. list entries, saved views.
- [Tutorial 6: Relationship Intelligence — Your Network Advantage](https://support.affinity.co/s/article/Tutorial-6-relationship-intelligence-your-network-advantage.md): How RI works, check connection strength, find warm intro paths, and track introductions.
- [Tutorial 7: Master List Views — Sort, Filter, Favorite, and Share](https://support.affinity.co/s/article/Tutorial-7-master-list-views-sort-filter-favorite-and-share.md): Sort, filter, favorite, share, and customize lists like a power user.
- [Tutorial 8: Keyboard Shortcuts and Power Navigation](https://support.affinity.co/s/article/Tutorial-8-keyboard-shortcuts-and-power-navigation.md): Navigate Affinity 3–5× faster with keyboard shortcuts and search-first habits.
- [Tutorial 9: Building Your Pipeline — Stages, Status, and Board View](https://support.affinity.co/s/article/Tutorial-9-building-your-pipeline-stages-status-and-board-view.md): Add Status fields, configure pipeline stages, master Board view, and track time in stage.
- [Connect AI Tools to Affinity with MCP](https://support.affinity.co/s/article/Tutorial-MCP-connect-ai-tools-to-affinity.md): Use Affinity from inside the AI tools you already work in — Claude, ChatGPT, Copilot, Notion, Gemini, and more. The Tier 1 finale.
- [Typeform to Affinity Integration Walkthrough](https://support.affinity.co/s/article/Typeform-to-Affinity-integration-walkthrough.md): Video resource from Affinity's masterclass library.
- [Types of lists in Affinity](https://support.affinity.co/s/article/Types-of-lists-in-Affinity.md): Help center reference
- [Understanding portfolio support in Affinity](https://support.affinity.co/s/article/Understanding-portfolio-support-in-Affinity.md): Video resource from Affinity's masterclass library.
- [Users, Teams & Permissions](https://support.affinity.co/s/article/Users-Teams-permissions.md): Inviting users, organizing teams, role-based access.
- [View and add files from iOS](https://support.affinity.co/s/article/View-and-add-files-from-iOS.md): View and add files from iOS
- [Viewing Your Data Import History](https://support.affinity.co/s/article/Viewing-your-data-import-history.md): Settings → Manage Imports tab; view all imports, download error CSVs, fix and re-import.
- [What Are Passwordless Logins Magic Links](https://support.affinity.co/s/article/What-are-Passwordless-Logins-Magic-Links.md): Help center reference
- [What Are The Different Seat Types Available In Affinity](https://support.affinity.co/s/article/What-are-the-different-seat-types-available-in-Affinity.md): Help center reference: What Are The Different Seat Types Available In Affinity
- [What Is An Alliance Group](https://support.affinity.co/s/article/What-is-an-Alliance-Group.md): Help center reference
- [When Does Affinity Auto Create People Contacts](https://support.affinity.co/s/article/When-does-Affinity-auto-create-people-contacts.md): Help center reference
- [Which Email Clients Are Supported By Affinity](https://support.affinity.co/s/article/Which-email-clients-are-supported-by-Affinity.md): Help center reference
- [Which List Specific Fields Are Provided By Affinity](https://support.affinity.co/s/article/Which-list-specific-fields-are-provided-by-Affinity.md): Help center reference
- [Which Web Browsers Are Supported By Affinity](https://support.affinity.co/s/article/Which-web-browsers-are-supported-by-Affinity.md): Help center reference: Which Web Browsers Are Supported By Affinity
- [Workflows](https://support.affinity.co/s/article/Workflows.md): End-to-end playbooks for common Affinity use cases — sourcing, deal management, fundraising, portfolio ops, and more.
- [Zapier](https://support.affinity.co/s/article/Zapier.md): Connect Affinity to thousands of apps via Zapier.
- [iOS Users How To Use The Affinity Mobile App](https://support.affinity.co/s/article/iOS-users-How-to-use-the-Affinity-Mobile-App.md): Help center reference

## OpenAPI Specs

- [publish](https://support.affinity.co/schema/temp/publish.yml)