Attio

Attio ships five standard objects - Companies, People, Deals, Users and Workspaces. Companies and People exist in every workspace; Deals is a standard object that an administrator enables rather than builds, and it arrives with a predefined attribute set rather than an empty schema. The deal record carries associated people and associated company record reference attributes, and only owner and stage are required, so company association is possible without being compulsory. Tasks are a separate entity with their own endpoints and a linked records array that accepts records of any object by record identifier, and manually logged meeting activities can be linked to records from any object type, giving a distinct activity construct associable with deals, people and companies.

Source: https://docs.attio.com/docs/standard-objects/standard-objects.md, https://docs.attio.com/docs/standard-objects/standard-objects-deals.md, https://docs.attio.com/rest-api/endpoint-reference/tasks/create-a-task.md, https://attio.com/help/reference/managing-your-data/records/add-record-activities

Verification: Verified

The deal record itself carries stage, a required attribute of Attio's Status type - not a generic select on a list. Status is a distinct attribute type reserved for pipeline behavior: the deal object ships with the only predefined status attribute in the product, defaulting to Lead, In Progress, Won and Lost. Stages form an ordered sequence that can be reordered, hidden or extended in view settings, records are dragged between them on a kanban board, and the ordering is load-bearing for reporting - funnel reports compute conversion using records that reached or surpassed the current stage against the previous stage. Status values also carry active from, target time in status and celebration properties, which a plain select attribute does not.

Source: https://docs.attio.com/docs/standard-objects/standard-objects-deals.md, https://docs.attio.com/rest-api/attribute-types/attribute-types-status.md, https://attio.com/help/reference/managing-your-data/views/create-and-manage-kanban-views, https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-funnel-report

Verification: Verified

The API reference for the standard Deals object lists exactly six shipped attributes: name, stage, owner, value, associated_people and associated_company. None of them says whether an opportunity is still live. The stage attribute is of Attio's Status type, and a status value exposes only a title, is_archived, target_time_in_status and celebration_enabled, so looking up the stage does not yield an open or closed answer either. is_archived refers to the status option being retired from the picker, not to the opportunity being settled. Whether an opportunity is still running is carried only by the wording of the stage title, which the workspace can rename.

Source: https://docs.attio.com/docs/standard-objects/standard-objects-deals

Verification: Verified

Won and Lost are two of the four default titles on the Deal stage status attribute, alongside Lead and In Progress, and the vendor notes those options are editable per workspace. The status attribute type reference shows no property distinguishing a winning stage from a losing one, and no won, lost or outcome attribute appears on the Deals object. The distinction therefore lives in the text of a stage title rather than in a recorded value.

Source: https://docs.attio.com/rest-api/attribute-types/attribute-types-status

Verification: Verified

Deal value is a shipped currency attribute.

Source: https://docs.attio.com/docs/standard-objects/standard-objects-deals, https://attio.com/help/reference/managing-your-data/objects/manage-standard-objects

Verification: Verified

The documented system attributes include no description, products or line items on Deals.

Source: https://docs.attio.com/docs/standard-objects/standard-objects-deals, https://attio.com/help/reference/managing-your-data/objects/manage-standard-objects

Verification: Verified

No close date attribute appears among the shipped system attributes for Deals.

Source: https://docs.attio.com/docs/standard-objects/standard-objects-deals, https://attio.com/help/reference/managing-your-data/objects/manage-standard-objects

Verification: Verified

No date attribute of any kind ships on the standard Deals object, so neither the expected nor the settled date is a vendor-supplied field. Attio's own reporting help refers to grouping an Insight report by a custom date attribute such as a Close date attribute, which places the field on the buyer to create and populate. Attio does stamp an active_from timestamp on the status value when a record sits in a stage, and Stage changed reports count records entering a stage in a window, but the documentation does not present that as a close date field on the opportunity and does not define active_from's meaning in the record reference. Ruled 30 Aug 2026: the close date must be a native system field. It is the field the conversion rate report counts a closed opportunity by, so a date the buyer has to build is a fail, not a shortfall.

Source: https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports

Verification: Verified

Deal owner is a shipped actor reference attribute.

Source: https://docs.attio.com/docs/standard-objects/standard-objects-deals, https://attio.com/help/reference/managing-your-data/objects/manage-standard-objects

Verification: Verified

Associated people is a shipped record reference, separate from Associated company.

Source: https://docs.attio.com/docs/standard-objects/standard-objects-deals, https://attio.com/help/reference/managing-your-data/objects/manage-standard-objects

Verification: Verified

An opportunity in a closing stage is an ordinary record in the Deals object, since closing is only a change of the stage value and Attio documents no record-level archiving on that path. Closed records continue to drive the shipped reports: the Stage changed report counts records and sums values entering a chosen stage over a window, with total value moving into the Won stage given as the vendor's own example, and the Funnel report counts records that reached a target stage such as Won or Lost, including those that skipped or moved backwards.

Source: https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports

Verification: Verified

No lost reason attribute ships on the standard deal object - the documented writeable attributes are name, stage, owner, value, associated people and associated company. An administrator creates one as a select or multi-select attribute on the deals object, which Attio's own workflow template treats as the standard pattern, listing a Lost Reason select or multi-select attribute on the Deals object as a prerequisite and then checking whether that field is empty when a deal reaches Lost. Once created it is a structured, filterable and reportable attribute, not a free-text note, so the mechanism is structured but the buyer must configure it.

Source: https://attio.com/templates/sales/lost-deal-reason-reminder, https://docs.attio.com/docs/standard-objects/standard-objects-deals.md, https://attio.com/help/reference/managing-your-data/attributes/create-manage-attributes

Verification: Verified

Email sync connects a Gmail or Microsoft 365 mailbox and imports past and future mail. Sent items are within scope - for Google accounts all non-deleted mail is synced, and for Microsoft 365 the Inbox and Sent folders are synced - so mail sent from the user's own client appears in Attio. Users compose, reply, reply all and forward from inside Attio, and Attio states it is not an email service provider and sends everything through the synced Gmail or Microsoft account. Synced mail surfaces on the Emails tab of person and company records; the vendor changelog records emails being extended to deals and custom objects during 2026. Forwarding is offered separately for mailboxes on unsupported providers.

Source: https://attio.com/help/reference/email-calendar/email-and-calendar-syncing, https://attio.com/help/reference/email-calendar/send-emails-in-attio, https://attio.com/help/reference/email-calendar/email-outbox, https://attio.com/changelog/2026

Verification: Verified

Calendar sync connects Google Calendar or Outlook Calendar and imports events into Attio, where non-private events appear on the Activity tab of person and company records. The direction documented throughout is inbound only - Attio imports calendar events and continuously keeps them in sync - and no vendor page describes creating or editing an event in Attio that is written back to the external calendar. Meetings can be created through Attio's meetings API and logged manually on records, but neither route is documented as producing an event in the connected calendar. Attio's task object, the nearest equivalent to a schedulable activity, carries a deadline field with no documented calendar sync at all. One-way sync is partial under this dimension.

Source: https://attio.com/help/reference/email-calendar/email-and-calendar-syncing, https://attio.com/help/reference/email-calendar/view-emails-and-meetings, https://docs.attio.com/rest-api/guides/syncing-meetings.md, https://docs.attio.com/rest-api/endpoint-reference/tasks/create-a-task.md

Verification: Verified

Activities can be scheduled without leaving Attio. Tasks are created from a record page, the Tasks page or the Home page, take a due date set in natural language, take assignees, and link to records by an at mention. Meetings are logged as activities from a record's Activity tab. The dimension fails on type. The task model exposes only content, format, deadline, completion, assignees and linked records, with no type or category field, and no vendor page describes defining activity types. Nor can a buyer substitute a naming convention in the task title and report on it. Task content is not a filterable field: the documented task filters are assignee, linked record, due date, completion, creator and created date, the automation block that finds tasks offers the same set, and the REST list-tasks endpoint accepts no text or search parameter. Attio's contains text operator exists only in object and list views, which tasks do not appear in. Tasks are also not a reporting source - a report's data source is an object or a list, and tasks are neither. A prefix convention in Attio is therefore decoration that the product cannot count, chart or segment by.

Source: https://attio.com/help/reference/productivity-collaborating/tasks, https://docs.attio.com/rest-api/endpoint-reference/tasks/list-tasks, https://attio.com/help/reference/automations/workflows/workflows-block-library, https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports, https://attio.com/help/reference/managing-your-data/views/filter-and-sort-views

Verification: Verified

Two of the three required reports exist natively. Stage-to-stage conversion is served by the Funnel report, whose Funnel Steps display gives the conversion percentage between each selected status, calculated as records reaching or surpassing a stage divided by records reaching or surpassing the previous one. Overall win rate is served by the same report type in its Funnel Metric display, which the vendor's own sales dashboard guide configures as a win rate showing the conversion percentage from all records to Won. Revenue forecasting is not present: Attio documents five report types - Insight, Historical values, Funnel, Time in stage and Stage changed - none of which is a forecast, and the standard deal object ships no expected close date attribute for a forecast to be driven from. An Insight report can sum a currency attribute grouped by a date attribute, so a buyer who creates their own projected close date attribute can approximate a pipeline-by-period view, but there is no native forecast construct.

Source: https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports, https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-funnel-report, https://attio.com/help/reference/managing-your-data/dashboard-and-reports/build-a-sales-reporting-dashboard, https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-an-insight-report, https://docs.attio.com/docs/standard-objects/standard-objects-deals.md

Verification: Verified