1. First, log in to your Attio Dashboard.
2. Start by navigating to the lists tab.
3. Next, click on 'New list'.
4. Now, select "Sales" from the Use Cases.
5. Following that, start from scratch or select a template of your choice and click on it.
6. Once you are done reviewing the template, click on "Use this template".
7. Now, you can start adding deals to the list. To begin, let's add a company first, which is under the prospecting stage in the sales pipeline.
8. To do that, click on Add company.
9. Afterwards, either choose or search for a company.
10. Let's proceed with Grammarly. Now you can add more details like Point of contact, Priority, Contract value, etc.
11. Once done doing that, click on "Add to list".
12. Wohoo.. You have added your first company to the sales pipeline.
13. You can simply click and drag to move the company through different stages in the pipeline and add notes and comments on it.
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FAQs
What is a sales pipeline in Attio?
A sales pipeline in Attio is a visual representation of your sales process that tracks deals across different stages. It helps you manage prospects, organize deals effectively, and forecast revenue by moving companies or deals through defined sales stages within Attio’s lists and CRM tools.
How do I start building a sales pipeline in Attio?
Begin by logging into your Attio Dashboard, navigating to the Lists tab, and creating a new list specifically for sales. You can either start from scratch or use one of Attio’s sales templates to structure your pipeline with predefined stages and fields.
Can I customize sales pipeline stages in Attio?
Yes, Attio allows full customization of sales pipeline stages. You can add, rename, or remove stages according to your sales process, ensuring that your pipeline reflects your unique workflow and better tracks deal progress.
How do I add companies to my sales pipeline in Attio?
To add a company, open your sales list and click “Add company.” You can search for existing companies or create new entries. Once added, assign relevant deal details like point of contact, priority, and contract value to enrich your pipeline data.
Is it possible to move deals between stages easily in Attio?
Absolutely. You can click and drag companies or deals across different stages of your sales pipeline, making it simple to update their status as they progress, along with adding notes or comments for context.
Can I use templates to build my sales pipeline in Attio?
Yes. Attio offers a variety of sales pipeline templates that you can preview and select to jumpstart your setup. These templates include common stages and fields to save time while building your pipeline.
How do I track deal value and priority in Attio’s pipeline?
When adding or editing a deal or company in your sales list, you can input additional details such as contract value, priority levels, or any custom field you create, enabling better deal management and prioritization within the pipeline.
Can I collaborate with my team on the sales pipeline?
Yes, Attio supports team collaboration. You can share lists and pipelines with team members, add comments or notes on deals, and collectively track sales progress in real time.
How do I visualize the sales pipeline in Attio?
Attio’s interface provides a clear, drag-and-drop visual pipeline view within lists. This lets you see deals in columns representing different stages, helping you quickly assess pipeline health and deal flow.
Can I integrate Attio sales pipelines with other tools?
Yes. Attio supports integrations and API connections that allow syncing your sales pipeline data with other CRM systems, marketing tools, or automation platforms, enabling seamless sales workflow across your software stack.