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Welcome to Affinity. This Getting Started library is the Foundational Curriculum — a guided 90-day journey of 18 tutorials, designed to take you from your first sign-in to confident power-user. The curriculum mirrors what your team experiences in-product: a sequenced path that adds depth as you build habit. You can follow it linearly, or jump straight to the tier that matches where you are.

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The 4-tier journey

Tier 1 — Foundation

Days 1–14. Six core tutorials that get you productive immediately — your first list, profiles, search, notes, pipeline, and Relationship Intelligence.

Tier 2 — Confidence

Days 14–30. Five tutorials to deepen core habits — list views, keyboard shortcuts, pipeline structure, team collaboration, and data quality.

Tier 3 — Intermediate

Days 31–60. Five tutorials to advance your practice — pipeline depth, automation rules, analytics, advanced lists, and RI for due diligence.

Tier 4 — Mastery

Days 60–90+. Two power-user tutorials — executive dashboards, board reporting, and advanced deal-flow forecasting.

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Learning paths by role

If you’re focused on a specific role, jump to a curated path. Each picks 6 tutorials in sequence:

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What’s in each tutorial

Every tutorial includes:
  • Guided modules with step-by-step actions
  • Embedded videos — product videos and quicktips
  • Help Center references linked at every step
  • Industry context from Affinity’s Best Practice guides
  • Case studies drawn from customer webinars
  • Deep Dive Masterclass links — 30–60 min instructor-led sessions
New to Affinity? Start with Tutorial 1: Your First List. Most users complete Tier 1 in their first two weeks.