Moving deals through stages and keeping pipeline accurate.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.
Run a weekly pipeline review
Use Board view and saved views to walk your team through every active deal in 30 minutes.
Track deals through stages
Set up status fields, configure triggers, and keep deal stages current.
Forecast quarterly closings
Use weighted pipeline and status triggers to predict what will close.