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Getting Started

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Getting Started with Affinity

Setup & Pre-flight

Overview
0.1 Account Setup
0.2 Inbox & Calendar
0.3 Plan Your Migration
0.4 Import Your Data
0.5 Verify & Invite

Foundation

Overview
1. Your First List
2. Navigating Profiles
3. Search and Discovery
4. Notes & Research
5. Pipeline Basics
6. Relationship Intelligence
Bonus: AI via MCP

Building Confidence

Overview
7. Master List Views
8. Keyboard Shortcuts
9. Building Your Pipeline
10. Team Collaboration
11. Data Quality

Going Deeper

Overview
12. Advanced Pipeline
13. Automation & Rules
14. Analytics & Reporting
15. Advanced Lists
16. RI for Due Diligence

Mastery

Overview
17. Executive Dashboards
18. Deal Flow & Forecasting

Quickly getting started with Affinity

Video resource from Affinity’s masterclass library.

Source: https://www.affinity.co/videos/quickly-getting-started-with-affinity

Category: Affinity 101 · Type: Video

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