1. To start, go to the sidebar and click the ‘+’ button next to ‘Lists’. This is how you create a new list.
2. Now, select the use case for the list.
3. Let's proceed with marketing.
4. You can either start from scratch or choose a template. Let's proceed with the Outsourcing template for now.
5. Review the template and then click on "Use this template".
6. Next up to add the first person to the list, click here.
7. Now choose a person from the list (if you have already imported a list) or add one from scratch.
8. Now you can add additional details.
9. Now, click on "Add to list".
10. You have successfully created a list in Attio.
11. You can easily import or export lists.
12. After that, click here to set filters for the lists.
13. You can choose filters based on various attributes.
14. You can also access additional management settings, such as Duplicate and Delete.
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FAQs
How do I create a new list in Attio?
To create a new list, click the ‘+’ button next to ‘Lists’ in the sidebar. Then select a use case, choose to start from scratch or a template, and customize your list accordingly before adding contacts or details.
Can I use templates when creating a list?
Yes, Attio offers various templates to help you start your list quickly. You can review and select a template like the Outsourcing template or start a list from scratch as per your needs.
How can I add people to my list in Attio?
You can add people either by selecting existing contacts you already imported or by adding new contacts from scratch. Attio allows you to fill in additional details for each person before adding them to your list.
Is it possible to import or export lists?
Yes, Attio supports easy importing and exporting of lists, allowing you to transfer contact data seamlessly between Attio and other tools in CSV or supported formats.
How do I apply filters to lists in Attio?
Filters can be set on your lists via the filtering option. You can choose from various attributes such as contact properties, tags, or custom fields to narrow down the contacts displayed in your list.
Can I duplicate or delete lists?
Yes, Attio allows you to manage your lists with options to duplicate or delete them, providing flexibility for organization and data cleanup.
What types of use cases can I choose for my lists?
Attio offers several use cases including marketing, sales, recruiting, and more. Selecting the appropriate use case tailors templates and options to best suit your workflow.
Is it necessary to add additional details to contacts in the list?
Adding details is optional but recommended. Additional information like notes or tags enhances segmentation and personalization within your lists.
How quickly can I create a demo using Supademo?
With Supademo, you can create an interactive demo like this one in seconds, making it easy to showcase features and onboard users effectively.
Can I manage lists collaboratively in Attio?
Yes, Attio is designed for collaboration, allowing teams to create, update, and manage lists together with real-time syncing and shared access permissions.