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.
Recorded walkthroughs may show earlier screens or settings.
Use these timestamps to find a moment in the player.
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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0:49
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.
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