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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.

Reference — lookup information.
Now that you’ve signed in and started syncing your email/calendar data, we’ll guide you through the main Affinity product areas that you may find most helpful.

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The global navigation bar

We’re excited to introduce a more streamlined navigation experience so you can access what you need more quickly. Personal Avatar: Access Alliances, Tracked Emails, Affinity Support, Keyboard Shortcuts, Dark Mode, and Settings from here. Alliances: Make allies and share networks to find warm leads and introductions (see Getting started with Affinity Alliances). Tracked Emails: Track click, open, and response rates for emails sent through Affinity (see How to track emails sent through Affinity). Affinity Support: Quickly access the Getting Started section of our Help Center. You can also send an email or live chat with Affinity Support. Keyboard Shortcuts: Learn how to take actions in Affinity more quickly with keyboard shortcuts (see Keyboard Shortcuts). Change theme: Turn on Dark Mode for Affinity (see How to turn on Dark Mode in Affinity). Settings: Customize your email signature, date/time zone preferences, personal privacy settings, and more (see Navigating your settings in Affinity). Collapse / Expand: When viewing product areas like lists and profiles, you can collapse the sidebar for more horizontal screen space. Search: Search for people, organizations, opportunities, and lists (see Conducting searches in Affinity). Home: Access your All Organizations and All People directories, favorite lists, and all other lists (see section titled “Navigating Affinity’s Home Page” just below). Notifications: View all notifications related to reminders, unanswered emails, @ mentions in notes, and more. Reminders: Create and view all reminders to keep track of upcoming tasks (see How to set reminders in Affinity). Meetings: View all your synced calendar meetings, quickly access relevant profile pages, and join virtual meetings (see How to access your meetings directly within Affinity). Unanswered Emails: See the emails you’ve sent/received that require a follow-up (Overview of Unanswered Emails). Reports: Use Basic Reporting to generate reports based on the various lists you have created (see Getting started with Basic Reporting). Note: Basic Reporting is only available for our legacy customers. For those on the Scale, Advanced, and Enterprise tiers, we highly suggest leveraging Affinity Analytics’ advanced reporting features instead. Settings: Customize your email signature, date/time zone preferences, personal privacy settings, and more (see Navigating your settings in Affinity). + Add New: Create reminders, lists, notes, logged interactions, or new entities (people, organizations, or opportunities). Note: You cannot create an opportunity until you have created an opportunity list.

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Navigating Affinity’s Home Page

Your Network: Access your All People and All Organizations directories, which consist of your/your team members’ collective networks. Recent Views: Access your most recently visited saved views. Favorites: Determine your favorite lists for immediate access on the global navigation bar.
  1. Click the Star icon to favorite or unfavorite a list.
  2. Click the ellipsis (3-dotted icon) to move it to My Hidden Lists.
Lists: Access all the private/shared lists you have access to. Here are the actions you can take:
  1. Click on + New List to create a new list.
  2. Click on the Organizations, People, or Opportunities filters to quickly filter by list-type.
  3. Click on the sort button to the right to sort the lists by the following options:
    • Recently Viewed
    • Name A to Z / Name Z to A
    • Created (Newest) / Created (Oldest)
  4. Click the star icon to favorite a list.
  5. Click the ellipsis (3-dotted icon) to move it to My Hidden Lists.
My Hidden Lists: All of your hidden lists will be at the very bottom of the home page to minimize unnecessary scrolling. From here, we’ll dive deeper into directories - your/your team’s shared network of contacts: All People and All Organizations directories.