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Affinity Product Update: March 2019 Edition

We built a couple new requested features this month like, custom dropdown options, exporting people from opp list, and auto-saving notes. We also made some big improvements to our API.  New Feature: Manage Custom Dropdown Options We’ve added a new menu where you can bulk manage all your options for custom dropdown columns, making it easier to keep data clean. You’ll be able to add new options, … ...

Product Updates

Affinity Product Update: June Edition

By Shubham Goel

This month we launched Performance Reports and the ability to sort by connections.  

New Feature: Performance reports

Have you ever wanted to see how many deals your team has closed over time?

Now you can with our new Performance reports. Quickly see how many people, organizations, or opportunities your team has added to a list over time. View the report across any time period you choose, like last month or last quarter.

You can even segment the report by owner, status, industry, and more to easily compare your team’s performance over time.

See how to view a Performance report.

Performance Reports

 

New Improvement: Sorting by connections

Every list in Affinity has a Connections column that shows how well your team and allies know a given person or organization.

Now you can sort your lists from highest to lowest Connection strength to easily find your most promising leads and warm introductions.

Screen Shot 2018-05-23 at 3.36.23 PM

 

Thank you!

If you have any ideas around features that would add value to you, or if you have any questions, please email me at shubham@affinity.co.

We would love to hear from you!

Thanks,
Shubham Goel & Team Affinity

If you're looking for any of the previous updates, they're all available here.

Product Updates