Notes, tasks, and email sending

Enhance collaboration with colleagues and streamline communication with customers.


What we’ll be covering

  • Comments
    Add comments to records and list entries.

  • Tasks
    Create reminders and to-dos for yourself or your teammates.

  • Notes
    Store all of your customer and prospect notes in one central and easy to access place with Attio's collaborative notes tool.

  • Emails
    Send emails directly from Attio, create and share email templates with your team, and mass-send to up to 50 recipients.

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