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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.

Create, manage, and close deals faster and more easily with Affinity’s dedicated relationship intelligence platform. In this article, we’ll go over best practices and features you can leverage to get you/your team up and running in no time.

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Overview

  1. Getting started with lists
    1. The first three lists: Tracking all prospects, clients (projects), and buyers
    2. The next three lists: Tracking opportunities for each client/project
  2. Importing data into these lists
  3. Getting started with reporting/analytics

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Getting started with lists

Upon sign in, you’ll notice that Affinity has provided you with a few lists to begin with. Follow the suggestions below to understand how these lists work together to optimize your workflow.

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The first three lists: Tracking all prospects, clients (projects), and buyers

These first three lists are meant to be centralized sources of truth for you and your team members:
  1. Relationships: Sources of Capital is an organization list that will help you/your team track key relationships with buyers and capital providers in one place.
  1. Keep these relationships warm by setting up reminder triggers.
  2. Make sure to fill out this list first so that whenever you create a new opportunity list for a new project, you can easily bulk-create opportunities from the organizations in this list.
  3. Pipeline: Prospects is a separate organization list that will help you/your team track the progress of your prospects through the pipeline.
  1. Keep these relationships warm by setting up reminder triggers.
  2. Send out personalized bulk emails to your prospects.
  3. Make sure to also turn on email tracking.
  4. Set up an opportunity trigger so that once a prospect becomes a client, you make sure to track this client as an opportunity within the Pipeline: Projects list.
  5. Pipeline: Projects is an opportunity list that will help you track the overall progression of all client projects in one place.
  1. This opportunity list should contain high-level information about each project, including the team working on the project and expected fees.
Note: Once you create an opportunity here for a specific project, make sure to create a separate opportunity list for that project.

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The next three lists: Tracking opportunities for each client/project

Unlike the three lists above, these next three should be viewed more as list templates to create duplicates from.
  1. Project Execution: Buy-Side Example - This opportunity list will help you track interest and coordinate buy-side outreach efforts for your client project.
  2. Project Execution: Sell-Side Example - This opportunity list will help you track interest and coordinate sell-side outreach efforts for your client project.
  3. Project Execution: Financing Example - This opportunity list will help you track interest and coordinate financing outreach efforts for your client project.

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Importing data into these lists

Now that you have these lists set up, quickly migrate data from other CRMs into Affinity using our data importer.

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Getting started with reporting/analytics

Once your lists are filled with relevant data, you can leverage Affinity Analytics if you’re on the Scale, Advanced, or Enterprise tiers.
  1. Getting started with Affinity Analytics
  2. Affinity Analytics - Status Reports for Investment Banking
  3. Affinity Analytics - List Summary Reports
  4. Affinity Analytics - Introductions Summary Reports
  5. Affinity Analytics - Team Activity Reports
  6. Affinity Analytics - Funnel Analysis Reports
  7. Get notified when certain metrics/thresholds are met using Affinity Analytics alerts.

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Screenshots