Attio | 5 Workflows to Automate Deal Pipeline
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Enhance your sales efficiency with these five automated workflows in Attio, the AI-native CRM platform designed for startups and builders. Learn how to streamline your deal pipeline, from lead capture to closing, using Attio's customizable automation features.
Contents:
00:00 Introduction
01:20 Types of workflows
05:40 Inbound lead triage workflow
12:18 Deal creation from person record workflow
14:40 Customer handoff workflow
17:45 Stage progression requirements workflow
20:48 Recurring stage workflow
See more information here, or email support@attio.com for further help:
https://attio.com/help/academy/workflows/deal-pipeline
Видео Attio | 5 Workflows to Automate Deal Pipeline канала Attio
Enhance your sales efficiency with these five automated workflows in Attio, the AI-native CRM platform designed for startups and builders. Learn how to streamline your deal pipeline, from lead capture to closing, using Attio's customizable automation features.
Contents:
00:00 Introduction
01:20 Types of workflows
05:40 Inbound lead triage workflow
12:18 Deal creation from person record workflow
14:40 Customer handoff workflow
17:45 Stage progression requirements workflow
20:48 Recurring stage workflow
See more information here, or email support@attio.com for further help:
https://attio.com/help/academy/workflows/deal-pipeline
Видео Attio | 5 Workflows to Automate Deal Pipeline канала Attio
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24 июня 2025 г. 16:18:02
00:24:41
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