Search & Discovery

Find anything in your data, fast.

Concept — background and overview.

Affinity’s search is built for finding records across your entire CRM — companies, people, opportunities, notes, and even content within fields.

Topics in this section

• Quick search — keyboard shortcut Cmd+K (Mac) / Alt+K (Windows) for fast lookup
• Advanced search — searching by field, tag, or relationship
• AI-powered semantic search — natural-language search across companies and people
• Search result navigation — narrowing, filtering, and acting on results