Onboarding your team

Roll out Attio across your organization and ensure every team member is confident using the platform from day one.

What you will learn

Set up team members for success
Connect email inboxes, enable call recording, and create role-specific saved views for AEs, CSMs, and leadership.
Standardize communication tools
Use call recording templates, sequences, and email templates to ensure consistent follow-ups and outreach.
Access help and shortcuts
Discover the help drawer, support resources, and keyboard shortcuts for power users to navigate Attio efficiently.