1. To start off, open your Attio Dashboard.
2. Start by looking at the sidebar for records, where you’ll see core objects like Contacts, Companies, and Deals.
3. Click on ‘Deals’ to view every deal in your workspace. This is your master list of sales opportunities
4. Use filters to segment deals—for example, show only those owned by you or closing this quarter.
5. On the other hand, you can build a list on any object—Deals, Contacts, or Companies.
6. That’s it! Use Deals to store and update records, and Lists to see exactly what you need—when you need it
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FAQs
What is the main difference between Lists and Deals in Attio?
Deals represent individual sales opportunities and their progress stages, while Lists are customizable views or segments of records (such as Contacts, Companies, or Deals) that let you organize and filter your data for easy monitoring.
Can I create Lists from Deals in Attio?
Yes, you can create Lists based on Deals to segment and organize them by criteria such as status, owner, close date, or any custom filters. This helps you focus on subsets of deals most relevant to your workflow.
Are Lists limited to just Deals?
No, Lists can be built on any core object in Attio, including Contacts, Companies, and Deals, allowing you to create tailored views for different types of records depending on your needs.
How do filters work with Deals in Attio?
Filters allow you to segment Deals based on attributes like owner, deal stage, expected close date, and custom fields. This helps you focus on specific groups such as deals closing this quarter or those assigned to you.
Can I update deal information directly from a List?
Yes, you can update deal details directly from a List view in Attio. Lists function as dynamic views of your data, allowing quick edits and status updates without needing to navigate away.
How do I add new Deals in Attio?
New Deals can be added by navigating to the Deals section in Attio and selecting “Create new deal.” You can then input relevant details such as contact, company, deal value, and status to start tracking it.
What’s the best use case for Lists versus Deals?
Use Deals to maintain your master record of all sales opportunities and their progress. Use Lists to create focused segments or filtered views that help streamline your daily workflows and reporting needs.
Is it possible to share Lists with my team in Attio?
Yes, Attio allows you to share Lists with teammates, ensuring everyone has access to the same segmented data views and can collaborate effectively on tracking deals or managing contacts.
Can Lists include multiple object types, like Contacts and Deals?
Lists are object-specific, so each List is built based on one object type at a time (Contacts, Companies, or Deals). However, you can create multiple Lists for different objects simultaneously.
How do Lists help improve productivity in Attio?
Lists enable you to quickly access filtered, relevant records without sifting through all data. This targeted approach streamlines workflows, reduces clutter, and helps teams prioritize tasks for more efficient relationship and deal management.