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Setup

Let's begin!

Get Started
in the walk-through.


Overview of Affinity setup

Affinity setup
1
Search
1
Create a template agenda
2
Add yourself as an attendee
3
Set the date of your first meeting
4
Add Affinity Pack
5
Affinity List: Deal Flow
6
Affinity List: Port Co
7
Affinity List: People to Discuss
8
Setup Complete
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Create a template agenda
Instruction
✅ Let’s get started! ​Edit the template agenda below, which will be your default agenda for each new meeting. Then click the Begin button to clear out the demo data from this doc. ​Need help? reach out to us on
Agenda
Template
Update
Deals in motion
Port Cos
People to Discuss
1 of 1
Begin


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.