Skip to main content

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.

​
Goal

Hold a regular weekly pipeline meeting that touches every active deal, surfaces what’s stuck, and decides next steps. Keep it to 30 minutes.

​
What you’ll do

  1. Prepare a saved view filtered to active deals
  2. Switch to Board view for visual scanning
  3. Walk through deals column by column
  4. Capture decisions as notes and reminders

​
Step by step

​
1. Prepare a saved view

In your deal pipeline list, build a filter for Status is not ‘Closed Won’ or ‘Closed Lost’, sorted by deal value (largest first). Save it as “Active Pipeline”. For setting up saved views: How to customize saved views in your lists

​
2. Switch to Board view

Click the view toggle to switch from Sheet to Board view. Deals will be grouped by Status column — perfect for scanning what’s where. For Board view basics: Pipeline overview

​
3. Walk through the columns

Go left to right (early stage → late stage), pause on each deal, and ask:
  • Did anything change this week?
  • What’s blocking it from advancing?
  • Who owns the next step?

​
4. Capture decisions

For each deal:
  • Drag the card to a new column if the status changed
  • Add a note for any meaningful update
  • Set a reminder for the next checkpoint
For reminders: How To Set Reminders In Affinity For notes: How to add and view notes in Affinity

​
Tips

  • Lock the saved view (Admin-only) so the team always sees the same filter
  • Use Status triggers to automate status changes when certain fields update — see How To Set Up Status Triggers