How should you capture deal values on a pipeline?
Getting currency attributes right in your CRM
What should you think about before migrating from Affinity to Attio?
The practical considerations for switching CRMs
How do you automate deal routing with Attio workflows?
Building assignment logic that scales with your team
How should you structure a multi-stage pipeline in Attio?
Using status attributes to model your sales process
What's the difference between list attributes and object attributes?
Choosing the right scope for your data in Attio
How should you set up Attio for a VC fund?
Deal flow, portfolio, and LP tracking in one workspace
When should you create a custom object in Attio?
Knowing when a list isn't enough