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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.

Concept — background and overview.
Pipeline management in Affinity uses the Opportunity entity and status fields to track deals through stages. Your pipeline can be visualized as a kanban board, a sheet, or a dashboard.

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Topics in this section

  • Setting up pipeline stages
  • Tracking status changes
  • Time-in-stage and forecasting
  • Pipeline reporting
  • Reminders on opportunities