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The basics

Welcome to Attio - the data-driven CRM for modern teams. Learn the basics about building collections, managing records, tracking your data, and more.

The basics

In Attio, you'll be building collections for your workflows and projects, tracking your data, and collaborating with your team in real-time.

  • Collections are fundamental to Attio - they're a home for your workflow or team project
  • A record is a person or a company. Records are either synced from your email, imported, or added manually
  • An entry is an item in a collection that references a record
  • Attributes are customizable data points you can add to your entries
  • Check out our glossary to learn more

Records

Syncing your email and calendar

Sync your email and calendar with Attio to pull in your contacts, enrich your data, and unlock powerful insights about your network. Records are shared with your team, while email messages can be shared with your whole workspace or just specific members. Sync your calendar to keep on top of events and appointments, and tie to them notes for quick access.

You can also opt out of email syncing and import manually instead.

Record pages

Record pages host all of the relevant data for a single record (company or person) in one place. Communication intelligence like 'last contacted' and 'connection strength' are added for each record automatically. You'll find tabs for Notes, Tasks, Files, and an Activity feed, as well as a shared inbox containing your email correspondence. You can also sync your third party cloud storage (Google Drive, Dropbox etc) and add linked cloud folders to your records.

Collections

A collection is a home for your workflow or project, and you can create as many collections as you like. Learn more about collections and how to use them. You can build your collection from scratch, or choose from a list of templates to get started.

Importing your data

There are a few different ways to get started with a new collection:

  • Import your data from a previous app, database or CSV and configure your collection
  • Choose a template from our Attio's popular use cases, customizing as you go
  • Start from scratch with a table or kanban view

Entries

An entry is an item in a collection that references a record. An entry might represent a deal, opportunity, candidate etc. You can have multiple references to the same record in a collection and across different collections. Entries are references to a a person or company, and are represented as a row in a table view or a card in a kanban view.

In this example, an entry represents a candidate in our recruiting collection.

Use the keyboard shortcut e anywhere in Attio to create a new entry.

Attributes

Attributes represent the additional information you want to track about each entry in a collection. Learn more about attributes. Each attribute represents a different data point for your entry - you can choose from different types of custom attributes such as status, multi-select, and star rating fields. Use Attio's enriched data for your attributes such as last contacted, connection strength, and location information. Learn more about enriched data.

In the example below, we're creating two attributes to track for candidates in our recruitment pipeline:

  • A status attribute to track where each candidate is in the hiring process with four different stages: 'Applied', 'Contacted', 'Offered' and 'Rejected'
  • A star rating attribute where the team can score each candidate after they interview
You can set default values for your attributes to save time on data entry.

Views

Views allow you to see the same collection data in multiple, configurable ways. You can create as many views as you like. Views are shared with every member with collection access. Table views provide a familiar spreadsheet style, while Kanban views display your workflow as a pipeline with custom stages. You can filter and sort your entries by any attribute, and rename, save, and pin views to find them quickly and easily. Learn more about views.

Those are some of the basics you'll need for using Attio - check out our guide to building a collection to discover more about creating your perfect workflow.

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