Ted Kriwiel
Co-Founder
Ted helps nonprofits build better technology systems. He writes about software strategy and the tools that power mission-driven organizations.
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Attio Ted Kriwiel
Introduction to Default Objects in Attio
| 12 minutes
Ted Kriwiel Learn how to use Attio's default objects - People, Companies, and Deals - to manage your relationships and track your pipeline.
Chapters
Introduction
- 0:00 — Introduction to Default Objects
People
- 0:28 — People object
- 1:15 — Adding multiple emails for people with more than one
- 2:10 — Configure the Details Page (widgets, attributes, above-the-fold fields)
Companies
- 2:50 — Companies object
- 3:15 — Domains make companies distinct to prevent duplicates
- 4:34 — Send an email to an entire team
Interactions and Communication
- 4:50 — Notes about interactions (use Notes)
- 5:20 — Send bulk email to entire team
Customization and Views
- 5:40 — Add a new attribute (such as a tag)
- 6:22 — Create a filtered view and save it for everyone
Deals
- 7:20 — Deals object
- 8:02 — Difference between Kanban and Table views
- 8:47 — Move a record through stages
Example Volunteer Journey with Kanban
- 9:12 — Use Kanban for a Volunteer journey using the People object
- 10:12 — Bulk Update records in Attio with copy/paste
- 11:16 — Create New Kanban View
