How to manually create a new entity in Affinity

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.

1. Create new entity from the global navigation bar
2. Create new entity from a list

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Create new entity from the global navigation bar

1. Click the ”+ Add New” button on the bottom-left corner, then click Add Person, Add Organization, or New Opportunity.

2. Fill out the relevant attributes about that Person, Organization, or Opportunity.

• Person: First and last name are required. Email address is highly recommended to help Affinity auto-populate that person’s profile page with the relevant email/calendar interactions and associated organization.
• Organization: Organization name is required. Organization URL is highly recommended to help Affinity auto-populate that organization’s profile page with the correct people and their email/calendar interactions.
• Opportunity: Opportunity name and designated opportunity list are required. Associate the relevant people and/or organization entities that are associated with the opportunity. 3. Click Create and you’re all set.

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Create new entity from a list

1. Click the blue ”+” button

2. Type in the name of the person, organization, or opportunity, then choose the Create option.

3. When creating a new person, please start with the full name rather than the email address.
4. When creating a new organization, please start with the organization name rather than the domain.
5. Fill out the relevant attributes about that person, organization, or opportunity, then click Create at the very bottom of the modal.