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New Lists is the default Lists experience for every customer. A few features still need Classic Lists — where one comes up, this tutorial says so. To switch a single list, see Switching between New and Classic Lists.

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Immediate Value

After this tutorial, you’ll merge duplicate profiles and save search results directly to lists for efficient sourcing workflows.

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Prerequisites

  • Tutorial 1: Your First List
  • Tutorial 3: Search and Discovery

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Quick-Start Roadmap

  1. Merge duplicate profiles
  2. Save search results to a list

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Why Data Quality Matters

A CRM is only as useful as its data. Duplicate profiles, missing fields, and inconsistent values make filtering unreliable and pipeline reports inaccurate. Regular cleanup keeps your data trustworthy.

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Task 1: Merge Duplicate Profiles

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Context

Duplicates happen — someone creates “TechCorp” manually when “TechCorp Inc.” already exists from email sync. Merging combines all data into a single profile.

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Action

In bulk (admins): Duplicate Management
  1. Navigate to Settings → Duplicate Management and choose Organizations or People
  2. Filter the suggestions — Identical Domain, Domain Redirect, or Name Matches for organizations; Intelligent Matches or Name Matches for people
  3. For each suggestion:
    • Merge — combine the duplicate into the primary record
    • Manage — compare the two side by side first
    • Remove from List (in the ⋯ menu) — dismiss a suggestion that isn’t a real duplicate
  4. For identical-domain organizations and intelligent-match people, Merge all handles every suggestion of that type at once
One pair at a time (anyone)
  1. Open the profile you want to keep
  2. Click the dropdown button → Merge duplicate
  3. Choose the duplicate and click Merge
Merges from a profile are permanent. Merges made in Duplicate Management — people or organizations — can be undone from its Merged tab. If you’re not sure, use Manage to compare before merging.

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Expected Outcome

Duplicate profiles are merged into a single record with all data preserved.

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Task 2: Save Search Results to a List

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Context

When sourcing, you often search for companies matching certain criteria. Rather than noting them separately, add them directly to a list from search.

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Action

  1. Use Cmd+K (Mac) / Alt+K (Windows) to search for target entities
  2. Open a promising result
  3. On the profile, click “Add to List”
  4. Select the destination list (e.g., “Sourcing Pipeline”)
  5. Confirm Sourcing workflow:
  6. Find candidates — keyword search matches company names and websites, so for industry or location use Search with AI (if your account has it), AI Chat, or list filters
  7. Review profiles from search results
  8. Add promising ones to your sourcing list
  9. Set Status and Owner on the new entries

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Expected Outcome

Entities discovered through search appear in your target list, ready for pipeline tracking.

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For Admins: Apps and API Keys

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Context

Admins can manage integrations and API access through Manage Apps in Settings. This is where you’d revoke a third-party app’s access or rotate an API key for a custom integration.

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Action

  1. Go to Settings → Manage Apps (admin access required)
  2. Review connected apps and their permissions
  3. Manage API keys for custom integrations
Admin-only. Revoking app access or deleting an API key may break active integrations. Coordinate with the integration owner before making changes.

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Common Questions

Yes, if you merged in Duplicate Management: open its Merged tab and unmerge the pair — this works for both people and organizations. Merges made from a profile are permanent. Review each match carefully before confirming.
Notes, interactions, reminders, files, and list memberships are combined into the primary record. Global fields that hold a single value take the primary record’s value — the duplicate’s is overwritten — while multi-value global fields are combined. List-specific values stay with each list entry, so check single-value fields before you merge.
Yes. AI Chat can summarize lists, surface entries with missing fields, and help identify patterns in your data. It’s available on Scale, Advanced and Enterprise. Verify what it returns against the underlying records before acting on it. See Put Affinity AI to Work. AI Chat can’t merge or delete records, but with Affinity MCP you can ask your AI tool to merge duplicates: each merge needs your explicit confirmation, merging people requires an org admin with the Manage Duplicates permission, and a merge involving an Affinity-enriched (global) company can’t be undone.

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Where to Go Next

  • Next tutorial: Tutorial 12: Advanced Pipeline Management
  • 🗺️ Learning Paths: New Admin Setup (Step 4), Deal Management (Step 4)