How to Use Lists vs. Deals in Attio

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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This interactive demo/guided walkthrough on How to Use Lists vs. Deals in Attio was created using Supademo.

How to Use Lists vs. Deals in Attio: Step-by-Step Guide

Welcome to your Attio Dashboard! This is your central hub where you can access and manage all your data and workflows. Take a moment to familiarize yourself with the layout to get started smoothly.

On the left side, you'll find the sidebar, which organizes your key records into categories such as Contacts, Companies, and Deals. These are the core building blocks you'll work with to keep track of your relationships and sales activity.

Next, select the Deals section from the sidebar. This will show you a comprehensive list of all your sales opportunities within the workspace, allowing you to monitor and manage each potential deal effectively.

To narrow down your focus, apply filters to your deal list. For example, you can choose to view only the deals assigned to you or those expected to close within the current quarter, helping you prioritize critical sales efforts.

If you want to organize your data further, you can create custom lists for any type of record—whether it's Deals, Contacts, or Companies. This helps you focus on specific groups that matter most to your workflow.

That’s all there is to it! Use the Deals area to add and update your sales records regularly, and leverage Lists to tailor your view so you always have the right information at your fingertips.

Finally, take advantage of Attio’s quick demo creation feature called Supademo. It lets you set up a demo environment in seconds to explore and showcase Attio’s capabilities with your own data.

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