Review an automatic call summary, edit Call Notes, save the next step and check the activity on an Attio person’s record. This focused demonstration uses fictional contacts and simulated calls.
Recorded walkthroughs may show earlier screens or settings.
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1:55
Follow the updated Attio walkthrough: open a call queue, choose a dialing mode, see the person’s record open when a call connects, and review and save call notes. This demonstration uses fictional contacts and simulated calls.
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2:32
Watch the September 8 Attio recording, from a People list through a connected call and reviewed notes. A newer walkthrough shows the person’s record opening after connection.
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4:00
See how to open and use Trellus dialing in Attio.
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