How to Create and Manage Lists in Attio

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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How to Create and Manage Lists in Attio: Step-by-Step Guide

Begin by locating the sidebar on the left of your screen. Here, you'll find a ‘+’ button next to the ‘Lists’ section. Clicking this button will let you start creating a brand new list within Attio.

Next, you’ll be prompted to choose the purpose of your list. This step helps tailor the list’s setup to fit your specific needs, so take a moment to select the most relevant use case.

For this example, let's select marketing as the focus of our new list. This choice will prepare your list with features and settings optimized for marketing activities.

At this point, you have the option to either build your list from scratch or start with a preset template. To make things easier, we’ll choose the Outsourcing template to get a head start.

Take a moment to look over the template details to ensure it fits your needs. Once you’re happy with the selection, click the “Use this template” button to apply it to your list.

With the template in place, you’re ready to start populating your list. Click on the designated button here to add the first person to your new list.

Now, either select someone from an existing list if you’ve imported contacts previously, or simply add a new person manually to get started.

Once you’ve chosen your contact, you can enhance their profile by entering additional information—details that will help you personalize your interactions later.

When all the information looks good, confirm by clicking the "Add to list" button. This saves the contact into the list you’re building.

Congratulations, your new list is officially created within Attio, ready to help you manage contacts and campaigns efficiently.

From here, you have the flexibility to bring in more data or share your lists externally by easily importing or exporting your contact lists as needed.

To organize your lists further, click on this option to apply filters. Filtering lets you quickly sort and view only the contacts that meet certain criteria.

Choose from a variety of filter options based on different attributes. This makes it simpler to segment your contacts and focus on specific groups within your lists.

For more list management, you can access options like Duplicate to copy a list or Delete to remove it when it’s no longer needed. These tools keep your workspace tidy and efficient.

With these steps completed, you’re all set to create a Supademo in seconds and start leveraging your lists effectively within Attio.

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