![]() ![]() Type in any website, like "then click the Pathfinder icon on the right side of your screen.How to use Affinity Pathfinder on any website (All users) You can also add the contact to a list, add a note, attach the email thread as a note, upload a file to that contact's profile page, or open up the contact's Affinity profile page in a new tab.Activity - Displays a historical timeline of synced emails and meetings from you and your team members as it relates to that contact.Connections - Displays all the Affinity connections and allies who know that contact.Notes - Displays the notes associated with that contact.The field values for these opportunities can be edited from here. For Affinity for Salesforce users: Displays only opportunities that the people and organizations associated with in Salesforce.Lists are specifically an Affinity CRM feature. The list-specific field values can be edited here as well. For Affinity CRM users: Displays both lists and opportunities that the people and organizations associated with.For opportunities, you will be able to edit their statuses and list-specific fields. Details - Displays enriched and global fields based on your account's profile field customization settings for people and organizations. ![]() For example, clicking on the person "Alan Kuang" will show me 5 tabs, each containing different information: Click on any person, organization, or opportunity to see more information.You can also click the search icon to search for existing contacts within your Affinity CRM. If these people, organizations, or opportunities don't exist in your Affinity CRM yet, you can click the plus icon on the top-right corner to create a new person, organization, or opportunity.Note: For our Outlook users, check out Affinity's Outlook add-in. Based on the participants in the email thread that match with the contacts in your Affinity CRM, you'll notice people, organizations, and opportunities appear on the right sidebar. Once you're signed in, click into any email thread and click on the Affinity icon on the right side.How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts) Once you open the email, click the Sign Me In button.Please make sure to enter the email address currently being used for Affinity. You'll notice a new window open where you can enter your email address to receive an email that contains the link to sign in.Then, click the Affinity icon on the right side and click the Sign In With Work Account button. Non-Gmail users: Go to any organization's website or LinkedIn profile and refresh the webpage.Then, refresh the webpage and click the Affinity icon on the right sidebar of the email to click the Sign In With Work Account button. Gmail users: Click into any email thread in your Gmail account that involves externals (people outside of your organization).Once you've downloaded Affinity Pathfinder, make sure the Chrome extension icon appears on the top-right corner of your Chrome web browser.How to use Affinity Pathfinder on LinkedIn (All users).How to use Affinity Pathfinder on any website (All users).How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts).Once you've downloaded Affinity's Pathfinder Chrome Extension, learn how to easily qualify, manage, and capture insights about your Affinity connections and deals as you navigate across websites, LinkedIn profiles, and your Gmail inbox.
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