PublicViewsSales and RevOps
Give a partner the deal list without giving them the CRM.
A reseller wants to see the deals they sourced. An investor wants pipeline for the board pack. A partner wants to update their side of a co-sell. Every one of those is a seat request today, and a seat shows them the whole workspace.
What changes
Publish the filtered deal list with the attributes that are safe to share, and leave amount, internal notes, and competitor attributes switched off. Let the partner update the two attributes that are theirs to update. With approval on, every one of those changes waits in your dashboard until your ops lead approves it, so nothing lands in Attio unread.
Expiring links for anything that goes to a board or a diligence process. Set the date when you publish and stop thinking about it.
Setup, in order
Object plus filter, table layout, hide commercial attributes, mark one or two attributes editable, domain gate, expiry date, publish. Approval is on by default, and for a partner writing into your pipeline it is the setting to leave alone.
Watch out for
Editable amount attributes. Almost nobody needs them and they are the single worst write to get wrong.