Overview

When AffinityLive was being setup, you had the option to choose an industry template. The difference between these templates are the types of jobs, issues, prospects and the configurations within each. To review the configurations and setup your business processes with confidence, there are some cool tools which you'll learn about from this page.

What is a type?

Types are the distinct variations for the work you do.

For example, every prospect (or sales) record you create doesn't have to be a generic prospect in AffinityLive. We let you define as many "types" of prospect as you need.

Each type has its own rules, helping you work more efficiently, search more effectively and report with accuracy. Generally, 3 or 4 types of Job, Issue or Prospect is plenty.

Company & Contacts - types are not supported. However, you may want to use segmentations to categorise your companies and contacts.

Where can I see my types?

AffintyLive supports different deployments with different types. To see these types, it is best to save a filter and run it whenever you wish to display the relevent list. 

When I create a job in AffinityLive, I am asked to select the job type. The statuses through which my job can progress depend on the type of job I choose. Additionally, the fields I am asked to enter also depend on the type.

If I don't want to use the "Consulting" type, I could rename it or delete it, and create my own job types.

Using progressions, a job can be managed quite simply, say from Pending > Active > Complete, or it could run through a complex "flow diagram" (so to speak) with multiple flows and statuses.

A really powerful business process feature is something we call Progression Actions - so when a job moves from one status to another, the user may be prompted to fill in some custom fields, send a notification, approve time, upload a file and more - all configurable by you.