> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.
# Affinity CRM And Affinity Alliances - How To Use Affinity's Pathfinder Chrome Extension
> Help center reference
**How-to** — task-oriented recipe.
Once you've [downloaded Affinity's Pathfinder Chrome Extension](/s/article/How-to-download-Affinity-s-Pathfinder-Chrome-Extension), learn how to easily qualify, manage, and capture insights about your Affinity connections and deals as you navigate across **websites**, **LinkedIn profiles**, and your **Gmail inbox**.
## Who can access Affinity's Pathfinder Chrome Extension?
| Essential | Scale | Advanced | Enterprise |
| --------- | ----- | -------- | ---------- |
| No | Yes | Yes | Yes |
Interested in upgrading to **Scale**, **Advanced**, or **Enterprise**? Please reach out to your Affinity point of contact or [support@affinity.co](mailto:support@affinity.co).
## How to sign into Affinity Pathfinder
1. Once you've downloaded Affinity Pathfinder, make sure the Chrome extension icon appears on the top-right corner of your Chrome web browser.
* **Gmail users**: Click into any email thread in your Gmail account that involves externals (people outside of your organization). Then, refresh the webpage and click the Affinity icon on the right sidebar of the email to click the **Sign In With Work Account** button. **Gmail users**: Click into any email thread in your Gmail account that involves externals (people outside of your organization). Then, refresh the webpage and click the Affinity icon on the right sidebar of the email to click the **Sign In With Work Account** button.
* **Non-Gmail users**: Go to any organization's website or LinkedIn profile and refresh the webpage. Then, click the Affinity icon on the right side and click the **Sign In With Work Account** button. **Non-Gmail users**: Go to any organization's website or LinkedIn profile and refresh the webpage. Then, click the Affinity icon on the right side and click the **Sign In With Work Account** button.
2. You'll notice a new window open where you can enter your email address to receive an email that contains the link to sign in. Please make sure to enter the email address currently being used for Affinity.
3. Once you open the email, click the **Sign Me In** button.
## How to use Affinity Pathfinder within your Gmail inbox (Only Gmail users)
1. Once you're signed in, click into any email thread and click on the Affinity icon on the right side. Based on the participants in the email thread that match with the contacts in your Affinity CRM, you'll notice **people**, **organizations**, and **opportunities** appear on the right sidebar.
* **Note**: For our Outlook users, check out [Affinity's Outlook Add-in](/s/article/Affinity-CRM-How-to-use-Affinity-s-Outlook-Add-in).
2. If these people, organizations, or opportunities don't exist in your Affinity CRM yet, you can click the plus icon on the top-right corner to create a new person, organization, or opportunity.
* If they don't already exist as an entity in your account, you may also click the blue **plus (+)** button next to the suggested entities in the **Suggested** section.
3. You can also click the search icon to search for existing contacts within your Affinity CRM.
4. Click on any person, organization, or opportunity to see more information. For example, clicking on the person "Alan Kuang" will show me 5 tabs, each containing different information:
* **Details** — Displays enriched and global fields based on your account's [profile field customization](/s/article/How-to-customize-profile-fields) settings for people and organizations. For opportunities, you will be able to edit their statuses and list-specific fields.
* **Lists/Opps** — Displays both lists and opportunities that the people and organizations associated with. The list-specific field values can be edited here as well.
* **Notes** — Displays the notes associated with that contact.
* **Connections** — Displays all the Affinity connections and allies who know that contact.
* **Activity** — Displays a historical timeline of synced emails and meetings from you and your team members as it relates to that contact.
5. You can also add the contact to a list, add a note, attach the email thread as a note, upload a file to that contact's profile page, or open up the contact's Affinity profile page in a new tab.
## How to use Affinity Pathfinder on websites (All users)
1. Type in any website, like "[www.8vc.com](http://www.8vc.com)", then click the **Pathfinder icon** on the right side of your screen. You can also click-and-hold to drag-and-reposition the icon. 
2. Refer to Step 4 in the section titled [How to use Affinity Pathfinder within your Gmail inbox (Only Gmail users)](#how-to-use-affinity-pathfinder-within-your-gmail-inbox-only-gmail-users) to see the 5 different tabs you can click on and the different types of information found in each tab.
3. You can also add the organization to an organization list, add a note, upload a file to the organization's profile page, or open up the profile page in a new tab.
4. As you research new organizations, you may come across some that aren't in your [All Organizations directory](/s/article/All-people-and-all-organizations) yet.
* Affinity Pathfinder will still show enriched Affinity data for these organizations, but to make sure they get added to your All Organizations directory and surface the enriched data in the CRM as well, simply make an edit to any of the fields or take one of the following actions: Add to List, Add Note, or Upload File.
5. Please note that Affinity Pathfinder may not appear on certain websites such as Facebook, Instagram, Google, Netflix, and more.
## How to use Affinity Pathfinder on LinkedIn (All users)
1. Click into a person or organization's LinkedIn profile page, then click the Affinity icon on the right side to view Affinity-related information.
* **Note**: Make sure the person's name on LinkedIn matches the person's name in your Affinity CRM — otherwise, they may not match and appear.
2. Refer to Step 4 in the section titled [How to use Affinity Pathfinder within your Gmail inbox (Only Gmail users)](#how-to-use-affinity-pathfinder-within-your-gmail-inbox-only-gmail-users) to see the 5 different tabs you can click on and the different types of information found in each tab.
3. You can also add the person to a people list or the organization to an organization list (based on what type of profile you're viewing), add a note, upload a file to the their Affinity profile page, or open up the profile page in a new tab.
4. As you research new organizations, you may come across some that aren't in your [All Organizations directory](/s/article/All-people-and-all-organizations) yet.
* Affinity Pathfinder will still show enriched Affinity data for these organizations, but to make sure they get added to your All Organizations directory and surface the enriched data in the CRM as well, simply make an edit to any of the fields or take one of the following actions: Add to List, Add Note, or Upload File.
5. As you come across new people that don't exist in your Affinity account yet, you'll notice the empty state with the **Create Person** button. Affinity will help autofill the person's name while you fill out the remaining fields.
## Profile Tab Counts — Lists & Opportunities, Notes, Connections, and Activities
Quickly evaluate your/your team's involvement with a given person, organization, or opportunity based on the profile tab counts for the following:
* **Lists & Opportunities** — Count of all lists and all associated opportunities for the given person or organization.
* **Notes** — Count of all visible notes and logged interactions.
* If you're on the Enterprise tier, the count will vary from user to user based on [Enterprise Permissions](/s/article/Enterprise-permissions-enterprise-only).
* **Connections** — Count of total connections, including manually added and inferred connections.
* **Activities this month** — Count of total activities in the last month (synced emails and meetings).
* If you're on the Enterprise tier, the count will vary from user to user based on [Enterprise Permissions](/s/article/Enterprise-permissions-enterprise-only).
## Important Callouts
* Affinity's Pathfinder Chrome Extension is officially supported on Google Chrome's web browser only.
* If you're using a [Chromium-based web browser](https://www.chromium.org/chromium-projects/) (e.g. Microsoft Edge, Brave, etc.), you will still be able to use the Pathfinder Chrome Extension on these browsers. However, please note that Affinity does not actively support bug fixes for issues on these browsers.
* If you're having issues with Affinity Pathfinder loading, please follow these troubleshooting steps.
* Affinity Pathfinder will not show results on LinkedIn Sales Navigator.
* Copying/pasting hyperlinks is currently **not** supported when adding notes via Affinity Pathfinder.
* Microsoft Exchange/Office365 users can still use Affinity Pathfinder to access their Affinity connections and CRM data on websites and LinkedIn profiles. But to access your Affinity CRM data within their Outlook inbox, use [Affinity's Outlook Add-in](/s/article/Affinity-CRM-How-to-use-Affinity-s-Outlook-Add-in) instead.
* To create new contacts more quickly, Affinity Pathfinder will not show any non-required fields you/your admin(s) may have checkmarked via [Default Fields](/s/article/How-to-customize-Default-Fields) in Settings. Only required fields set by Affinity and you/your admin(s) will be available to fill out.
* @ mentioning team members on notes or [logging outside interactions into Affinity](/s/article/How-to-log-interactions-into-Affinity) is temporarily unavailable on Pathfinder.
* You can still view [Affinity reminders](/s/article/How-to-set-reminders-in-Affinity) and [unanswered emails](/s/article/Overview-of-Unanswered-Emails) within the Affinity CRM.
* The **Lists** tab will appear for people and organization profiles, but not for opportunities.
* Opportunities are unique to their own opportunity list and therefore cannot exist on other opportunity lists. This is why you see an **Upload Files** button instead of an **Add to List** button on opportunity profile pages.
