Welcome to Attio! Whether you're tracking deals, managing your fundraising pipeline, or trying to stay on top of your network - you can build out the perfect workflow in Attio.
There are a lot of things you can do in Attio but this article will focus on how to get started managing your contacts and building out your workflows in collections.
- A contact is a person or a company. Contacts are either synced from your email or manually created by you and your team
- A collection is a database of contacts that contains all the additional information you need for a specific process. That includes attributes, views and permissions
Syncing your Email and Calendar
Sync your email and calendar with Attio to pull in your contacts, enrich your data around them, and unlock powerful insights about your network.
- Contacts are shared with every member of your workspace creating a combined network
- Calendar events can be tracked alongside your workflows and tied to notes
- Emails are synced and can be shared with your workspace or specific users
*Alternatively, you can opt out of email syncing, import your contacts manually, and forward in relevant emails as needed.
Contact pages host all of the relevant data around a single contact (company or person) on one page.
- Up top combined communication intelligence data, like last contacted and connection strength, is surfaced for each contact through email syncing. That data is shared with your team and actionable in your workflows
- Just below you'll find tabs for notes, tasks, files, and an activity feed to summarize it all
- You'll also find a shared inbox with all the emails that a contact has across your team in one place
- To the left shared collection data is also displayed, broken down by entry
A collection is a database of contacts specific to a workflow and all the relevant data you track about them.
Importing your data
There are a few different ways to get started on a new collection and everything can be customized to fit your workflow.
- Import your data from a previous solution or spreadsheet and configure the collection based on your file
- Choose a template from a selection of Attio's most common use cases as a starting point, populate and customize it as you go
- Start from scratch and add contacts and attributes as you build out your workflow
An entry is an individual item in a collection, it can be used to represent a Deal, Opportunity, Candidate Application, etc.
- Entries are tied to a contact, company or person, depending on your workflow
- Entries are represented as a line on a table view or a card on a kanban view
In this example, an entry represents a candidate in our recruiting collection.
- You can add entries on tables, pipelines, or contact pages and by using quick actions
Pro tip: Use the keyboard shortcut e anywhere in Attio to create a new entry.
Attributes represent the additional information you want to track about each entry in a collection.
- Each attribute represents a different datapoint that you are tracking about an entry
- You can choose from different types of custom attributes such as status, multi-select, and rating fields
- Combine your attributes with enriched data like last contacted, connection strength, and location information to enhance your workflow
In this example, I'm creating two attributes to track for candidates on my recruiting pipeline.
- A status attribute to know where each candidate is in the hiring process and four different stages for my pipeline: Applied, Contacted, Offered and Rejected
- A rating attribute where my team can score each candidate after their interview
Pro tip: set default values for your attributes to save time on data entry.
Views allow you to filter entries the data displayed for the task at hand. You can create as many views as necessary to bring clarity to different pieces of your workflow.
- Views are shared with every member that has access to the collection they belong to
- Table views allow you to work in a familiar spreadsheet style
- Kanban views display your workflow based on the status of each of your entries on a pipeline
- You can filter and sort your entries by any custom or smart attribute to build a view
- Rename, save, and pin views so you can come back to them at any time
In this example, I've created a personal kanban view in our sales collection.
- I've applied the filter owner as Abinet Berhanu (me) to see only my deals on the pipeline
- I've added two important attributes to my display: the projected close date and the close confidence rating of each entry
- I've sorted my view by close confidence so I can see our strongest deals at the top of the list
- I've renamed the view 'Abi's Deals' and pinned it to my sidebar so that I can come back any time and review which of my deals are in trial
The data in my view is updated in real-time as new entries enter the pipeline and attribute values are updated.
You now know how to sync your contacts into Attio and manage each relationship in a way that matches your workflow. In our next guide, we'll focus on how to collaborate with your team in Attio.
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