How to Build Sales Pipelines in Attio

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.

14. Create a Supademo in seconds

This interactive demo/guided walkthrough on How to Build Sales Pipelines in Attio was created using Supademo.

How to Build Sales Pipelines in Attio: Step-by-Step Guide

Begin by accessing your Attio Dashboard through your account login. This is where all your lists, contacts, and projects come together in one place.

Once logged in, locate and select the 'Lists' tab on the left-hand menu. This section organizes your collections of contacts and deals.

To create a new collection, look for the 'New list' button and click it. This will start the process of building a customized list for your needs.

Next, choose the "Sales" option from the Use Cases menu. This tailors your new list with sales-focused features and templates designed to help manage your pipeline.

You can either start fresh with a blank list or pick from one of the handy templates provided. Select a template that fits your workflow by clicking on it to get started faster.

After reviewing the template details, confirm your choice by clicking on the "Use this template" button. This sets up your list with all the relevant fields and stages.

With your list ready, it's time to begin adding deals. Start by entering a company that is currently in the prospecting phase of your sales process.

To add a new company, click on the Add company button. This allows you to input relevant business details directly into your list.

From here, either select an existing company in your database or search for a new one to include in your sales pipeline.

For this example, we'll add Grammarly. Take this opportunity to fill out essential information such as the point of contact, priority level, contract value, and other relevant details.

Once all the necessary information is entered, finalize the addition by clicking the "Add to list" button. This saves the company in your pipeline.

Great job! You’ve successfully added your first company to the sales pipeline, ready to track progress and updates.

Moving companies through your pipeline is simple—just click and drag them between stages as deals progress. You can also add notes and comments to keep your team informed.

In just moments, you’ve crafted a dynamic Supademo to visualize and manage your sales pipeline effectively.

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