Build a deal pipeline in Attio from scratch using the deals object (beginner-friendly guide) скачать в хорошем качестве

Build a deal pipeline in Attio from scratch using the deals object (beginner-friendly guide)

Join the Attio AI Newsletter → https://80x.ai Work with me / Attio Consulting →https://cal.com/danieljh/30min Get 10% off your first year with Attio: https://attio.com?r=9CmA3d0iMdxXHg85 In this video, I show you how to build a fully custom Deals object inside Attio — from scratch. Instead of using Attio’s built-in Deals object (which comes with boilerplate fields you can’t delete), we create a clean, flexible, future-proof pipeline using a fully custom object. You’ll learn how to configure attributes, enforce uniqueness, build a Kanban pipeline, add required fields, define deal stages, and create the proper relationship structure for companies and founders. If you’re building a CRM or an investment pipeline inside Attio, this is the exact architecture you should start with. ⏱️ Timestamps 00:00 Why a custom Deals object is better than Attio’s default 00:01 Creating a brand-new custom object 00:11 Why we avoid the standard Deals object 00:24 Understanding slugs + naming restrictions 00:36 Creating the Deals object with a clean slate 00:52 Setting object colour + consistency with People/Companies 01:14 Why custom objects start with only 5 attributes 01:29 Creating the Deal Name attribute (text, required, unique) 02:02 How uniqueness prevents duplicate deals 02:20 Setting record appearance → Deal Name (IMPORTANT) 02:40 What happens if you forget to set record text 03:00 Creating the board view (Kanban) 03:15 Adding a Deal Stage attribute 03:30 Why you must assign a status attribute for the board to work 03:47 Making the board the default Deals view 04:10 Adding deal stages (first meeting, diligence, term sheet, etc.) 04:35 Cleaning up the view (hiding “No Status”) 04:50 Why Deal Stage must be required 05:07 Fixing the “disappearing deal” problem 05:25 Linking Deals → Companies with a relationship attribute 05:47 Why “many-to-one” is the correct structure 06:10 Viewing company attributes directly on deal cards 06:32 Adding the second relationship (Deals → Founder/Person) 06:55 Why deals must support both company AND person links 07:12 Creating multiple relationship types for richer pipeline data #attio #attiocrm