Getting started with AffinityLive - 10 easy steps!
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1
read moreWelcome & Login
Welcome to AffinityLive! This short tutorial will cover new user essentials, like logging in, how to get help and also includes a video tour!
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2
read moreImporting Your Client Data
Getting your client data & contact details into AffinityLive is one of the first things you'll want to do. See how you can import yours, easily.
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3
read moreSearching & Navigating
AffinityLive can store lots of data - from contact details to project details & lots more. This tutorial shows you how to find what you need.
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4
read moreSaving Info, Doing Work, Logging Time
Easily find and create tasks for all your client activities, and track your time using diary notes
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5
read moreTurning On Automatic Email Capture
Setting up AffinityLive to capture emails to and from clients helps your staff provide better service and track conversations about sales and projects.
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6
read moreUsing & Configuring Business Processes
More than just a database to log your time, AffinityLive lets you define your business processes around sales, client management, projects, support and contracts. As processes change, AffinityLive adapts.
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7
read moreCreating Tasks, Scheduling Work
AffinityLive gives you a crystal ball to see how busy you and your team are going to be today, next week and beyond, as you plan projects, tasks and sales work.
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8
read moreSync'ing your Calendar, Contacts & more
Manage staff availability with external calendar sync, simplify addressbooks with contact sync, and even streamline bookeeping with online accounting integrations!
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9
read moreHow Budgets, Approvals & Invoices work
Invoice for what you've budgeted - whether it's a project or a quick issue - or approve time logged by staff for progress-based invoicing.
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10
read moreUsers, Profiles & Other Settings
Simple user management - adding users, editing your user settings - like timezone - seeing what access control groups you're in and more.
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Homepage & Activity Stream
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Companies & Contacts
Since AffinityLive is all about the work you do for clients, the Companies and Contacts module is at the heart of the product.
Learn how to create, edit and manage client records, see how you can search, filter and run reports on your database, and discover how you can set up customize lookup fields, relationships and business processes.
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Prospects & Sales
The Prospects & Sales module helps your team better manage your efforts around sales and CRM.
In this section, you'll discover how to add new prospects, how to manage a prospect through a business process, capturing key details and tracking your progress, how to close an opportuity in AffinityLive and how to access funnels, forecasts and reports.
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Jobs & Projects
The Jobs and Projects module is at the heart of the work you do for clients.
In this section, you'll discover how to add, edit and work with jobs, how to create and run through a workflow or project plan and project components, how to approve the time your staff spend and invoice for billable work, and how to save templates of projects to use them again in the future.
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Issues & Service
The Issues & Service module helps you and your team to manage client service delivery, particularly those smaller, reactive things that come up from time to time.
In this section, you'll discover how to add, edit and work with issues, how to define and report on issue budget usage, reconcile and approve time against issues and invoice for the work done.
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Contracts & Retainers
Contracts & Retainers are an important part of AffinityLive, as they handle critical financial and approval business processes that are normally related to your most important clients.
In this section you'll discover how to add, edit, find and work with contracts and retainers, learn how packages work, and see how contracts are linked back to billable time on jobs and issues.
