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, … ...
Affinity Product Update: November Edition
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.
Webinars: Importing Data into Affinity
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.
Webinars: Office Hours: Affinity Q&A
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.
Thank you for your support!
If you have any ideas around features that would add value to you, or if you have any questions, please email me at firstname.lastname@example.org. We would love to hear from you!
Shubham Goel & Team Affinity
If you're looking for any of the previous updates, they're all available here.