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Getting Started

Affinity Recipes

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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

Additional resources

Managing Data Privacy in Affinity: Syncing, Sharing, and Staying Aligned
Affinity Analytics for private capital: Getting started
Industry Insights
Mastering Investor Relations: Streamlining Your Workflow to Track LPs and Fundraising
From Insight to Impact: Enhancing Portfolio Value with Affinity
Quickly getting started with Affinity
How to use relationship intelligence in your CRM
The Building Blocks of Affinity: Lists & Entities Explained
Build Smarter CRM Workflows with Lists
Automate Your Workflow with Triggers & Automations
How to optimize your deal flow
Elevate Your Pipeline: Discover 5 Key Best Practices for Pipeline Optimization
Maximize Your Efficiency: A 3-Step Guide to Streamlining Your Day in Affinity
Turn data into insights with Affinity Analytics
Affinity Analytics: General Overview & Building Reporting
Affinity Analytics: Deal flow Reporting - Weekly Metrics Dashboard
Affinity Analytics: Deal flow Reporting - Quarterly Metrics Dashboard

Additional resources

The Building Blocks of Affinity: Lists & Entities Explained

Webinar resource from Affinity’s masterclass library.

Source: https://www.affinity.co/webinars/the-building-blocks-of-affinity-lists-entities-explained

Category: User training · Type: Webinar

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How to use relationship intelligence in your CRM

Build Smarter CRM Workflows with Lists

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