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Concept — background and overview.
Every entity in Affinity — companies, people, and opportunities — has a profile page that aggregates fields, activity, notes, and relationship signals.

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Topics in this section

  • Profile basics — navigating profile pages, Relationship Intelligence, connections
  • Create & edit — manually creating profiles, editing, merging duplicates, deletion
  • Activity & interactions — the activity timeline, filtering interactions
  • Auto-creation — how Affinity automatically creates contacts and the rules behind it
  • Customize fields — profile field customization, default fields