Pick a list or a view, choose which columns show, send the link. Your client opens it and sees their stuff. That’s the whole thing.
You already have the data in Attio. This just puts a door on it.
A list, an object, or one of your saved views. Whatever you already look at in Attio.
Tick the fields you want them to see. Everything else stays out of it.
Add a password if you want one. Turn the link off when you're done.
Sharing a spreadsheet means sharing everything in it. This doesn’t.
Your client doesn't need an Attio account. They open a link in their browser and the data is there.
Portals are read-only. Nothing anyone does on that page touches your CRM.
They see the columns you chose. Notes, deal size, whatever you left out — they never know it exists.
Put a password on a link, or leave it open. Add one later, take it off later. Your call.
Switch on CSV download and clients can pull the data into their own tools. Or leave it off.
Flip a portal off and the link stops working. No awkward email, no cleanup.
Build charts and dashboards out of your Attio records without exporting anything. Keep them to yourself, or use them in your next client call.
Set up a portal, send the link, see what they say. If it’s not useful, turn it off.