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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.

This tutorial covers the standard Lists experience. If you’ve opted into “Try improved Lists” (Sheets 3 Beta), some buttons may be in different locations — but all concepts and outcomes are the same.

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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

  1. Navigate to Settings → Duplicate Management
  2. Affinity shows suggested duplicates based on name and email matching
  3. Review each suggestion:
    • Confirm match: Click “Merge” → Choose which profile to keep as primary
    • Not a match: Click “Dismiss”
  4. Merged profiles combine all notes, interactions, list memberships, and files
Admin-only feature. If you don’t see Duplicate Management in Settings, ask your Affinity admin to run the merge. Non-admin users cannot merge profiles.
Reversibility differs by entity type:
  • 👤 People merges can be undone if you catch a mistake.
  • 🏢 Organization merges are PERMANENT and cannot be undone.
Always review the suggested match carefully before confirming an organization merge. If you’re not sure, dismiss the suggestion and investigate further.

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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. Search by industry, location, or keyword
  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

Merges are permanent. Always review the suggested match carefully before confirming. If unsure, dismiss the suggestion and investigate further.
All notes, interactions, list memberships, files, and field values from both profiles are combined into the surviving record. No data is lost.
If your workspace has AI Chat (Beta) enabled, you can ask it to summarize lists, surface entries with missing fields, or help identify patterns in your data. AI Chat is a Beta feature — verify outputs before acting on them.

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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)