Last month we revamped profiles and we are fine tuning based on your feedback. We also launched new forecasting reports and an Affinity Email Bot.
Our customer success team started a new series of webinars to get you and your team up to speed. Read more at the bottom of this post.
Feature Improvement: New Profiles
Now, person, company, and opportunity profiles are less cluttered and easier to use. When you visit a profile you can quickly understand next steps and the most important context at-a-glance.
New Feature: Forecasting Reports
Similar to our Performance report, you can see the count and value of the deals that you close. Now you can also forecast into the future to see how many deals you can expect to close over a given month or quarter based on the status that each deal is in.
New Feature: Affinity Email Bot
You can add people, organizations, and opportunities to your lists without logging into Affinity. Now you can simply send an email to your list's special email address to add a deal to that list. You can also add notes to people, organizations, and opportunities via email.
Check Out Affinity's New Webinars!
Webinars: Introduction to Affinity
This introductory webinar is directed towards new users of Affinity or those interested in using Affinity for their business. We will cover Affinity's history, along with a product demo diving into relationship and network intelligence, pipeline management and reporting. Time at the end will be reserved for Q&A so you can get all of your questions answered. This webinar is held every Tuesday at 10AM PST.
Affinity's importing webinar covers how to import data into Affinity from a CSV file. If you are coming from another CRM, or have a lot of historical data stored in Excel, this is a great webinar to attend. We will cover how to import data into Affinity using lists, go over the different types of lists you can have and what can be imported. After the data has been imported we will share best practices on how to best configure your lists for maximum collaboration amongst your team. This webinar is held every Thursday at 9AM PST.
Affinity's office hours are held every few weeks. It is a time where we encourage you to ask any questions you may have related to using Affinity. Not only will you hear best practices and explanations from experts at Affinity, you may also learn from your peers who are using Affinity in a similar fashion.