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Reference

Attio 101

Objects
Records
Create and view records
Merge and delete records
Configure record pages
Add record activities
Attributes
Create and manage attributes
Relationship attributes
AI attributes
Enriched data
Lists
Create lists
Manage lists
Lists access
Bulk update lists and records
Views
Create and manage table views
Create and manage kanban views
Filter and sort views
Dashboards and reports
Dashboards
Create reports
Manage reports
Build a sales reporting dashboard
Create record and list entry templates

Email & calendar

Imports & exports

Productivity & collaborating

Automations

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Workspace settings & billing

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  • Managing your data

Managing your data

Learn how to manage your data to set up your workspace for your use case.

Objects
Learn how to create and manage standard and custom objects in Attio.
Records
Learn all about creating and tracking records in Attio.
Attributes
Discover how to create, manage, and reference different types of attributes in Attio.
Enriched data
Discover how Attio enriches your records with powerful data points.
Lists
Learn how to use lists for your workflows and projects.
Views
Learn how to use the different view types in Attio.
Dashboards and reports
Find out how to create dashboards and reports to visualize your data.
Create record and list entry templates
Streamline record and list entry creation with templates.
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