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Documentation Index

Fetch the complete documentation index at: https://docs.slant.app/llms.txt

Use this file to discover all available pages before exploring further.

The data customizations page is the central hub for managing templates, labels, tags, pipelines, and custom fields. Go to Settings → Data customizations to access it. The page is organized with Company and book tabs at the top. Company-wide items are available across all books. Book-specific items are available only in the selected book.

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Templates

Templates pre-fill forms with standardized values so your team stays consistent.
  • Task templates — reusable task definitions with titles, descriptions, assignees, deadlines, priorities, labels, and attachments. Available on both company and book tabs.
  • Note templates — standardized note formats with rich text content. Available on both company and book tabs.
  • Email templates — pre-written emails with subject lines, body content, and attachments. Available on both company and book tabs.

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Pipelines

Pipelines define the stages that opportunities move through. Create pipelines scoped to prospects, clients, or both, and customize stage names, colors, probabilities, and auto-advance behavior. Available on both company and book tabs.

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Custom fields

Custom fields let you track data unique to your practice on households, people, businesses, and opportunities. Choose from text, number, date, yes/no, single select, relationships, and more. Available on the company tab only.

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Nudges

The Nudges card lets admins limit which nudges each user sees by linking nudges to a household custom field that points to a user.
1

Create a user reference custom field

Go to Settings → Data customizations → Custom fields and add a custom field on Household with type User reference (for example, “Lead advisor”). Set this field on each household to the user responsible for that client.
2

Open the Nudges card

Go to Settings → Data customizations and click Nudges on the Company tab.
3

Pick the assigned advisor field

Under Assigned advisor field, select the custom field you created. To turn the filter off, choose None — show all nudges to everyone.
When set, each user only sees nudges for clients where this field equals them. Nudges with no client and clients with a blank value remain visible to everyone. Users can override the filter from the nudges panel using the My nudges / All nudges toggle.

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Labels

Labels are color-coded categories you can apply to records for organization and filtering. Available on the company tab only.

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Tags

Tags help you group and filter records. Available on the company tab only.
Only admins can manage items on the company tab. Any user can manage book-specific templates and pipelines.