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: October Edition
We’re excited to announce a number of highly requested features and improvements!
New Feature: Alliances Second-Degree Connections (Beta)
With first-degree Alliance connections, you could already see how well your team and your allies know every person and company in their network. This week, we are rolling out the beta of second-degree connections, which will allow teams to share their allies' connections with each other.
New Enhancement: Note Formatting
Notes now support bullets, bold text, underlining, italics, and more. Whether you take notes on a profile or from a list, you can use rich formatting.
New Feature: Opportunity Triggers
Some teams' workflows are such that each time a person or an organization reaches a certain status on a list (for example, if a Lead becomes Qualified), an opportunity is created. Now you can set up your lists so this happens automatically. It will dramatically speed up your deal flow and it will ensure opportunities are created when they should be.
Feature Enhancement: Admin Functionality - Basic User Privileges
Affinity now has three user types: Admin users, Standard users, and Basic users. Admin users have extra permissions so they can perform actions such as removing users and setting default fields. Basic users can edit fields but they can't create new fields. To learn more about the differences between Affinity's user types, read this help article.
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
This more advanced 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, review the different types of lists you can create, and review what types of information can be imported. After your 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. This is a time when 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 will also learn from your peers who are using Affinity in a similar fashion.
Thank you for your support!
If you have any ideas about 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.