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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.

Opportunities let you track potential deals, service initiatives, and other revenue-generating activities through a visual pipeline board. Each opportunity moves through a series of stages — from initial identification to a closed outcome — so you always know where things stand. Opportunities are organized by pipelines. Each pipeline has its own set of stages, and you can create separate pipelines for prospects and clients to match different workflows.

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The opportunities page

Open Opportunities from the sidebar under Activity. The page displays a pipeline board where each column represents a stage.

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Pipeline tabs

Tabs across the top let you switch between pipelines. Click a tab to view that pipeline’s stages and opportunities. Click + New to create a new pipeline. Favorited pipelines show a filled amber star icon on their tab. When you land on the page, Slant opens your first favorited pipeline. If you haven’t favorited any pipelines, it opens the first pipeline in your sort order. How tabs are arranged depends on how many pipelines you have:
  • Fewer than 4 pipelines — every pipeline appears as a tab in sort order.
  • 4 or more pipelines — favorites are pinned first, followed by the most recently opened non-favorite, then a View all dropdown for the rest. The dropdown is searchable. At least two tabs are always shown, so non-favorites fill in if needed.

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Favorite a pipeline

To favorite the pipeline you’re viewing, click the star button in the page header — it sits between the pipeline filter and Sum by. The tooltip reads Favorite this pipeline when the pipeline isn’t favorited and Remove from favorites when it is.
Favoriting a pipeline pins it to the front of the tab strip and makes it the default landing pipeline.

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Stage columns

Each column shows the stage name with a color indicator, a count of opportunities in that stage, and running Total and Weighted values.
  • Total is the sum of all opportunity values in that stage.
  • Weighted adjusts each value by its probability (value x probability percentage).
Stages marked as hidden (like Closed lost and Archived) don’t appear as columns — they show as drop zones at the bottom of the board when you drag an opportunity.

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Sum by

Click Sum by: AUM in the top-right corner to change which field the board uses for totals. By default, totals are based on the opportunity value (AUM). If you have numeric custom fields, you can select one of those instead.

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View modes

Two view modes are available via the toggle icons in the top-right corner of the board:
  • Compact — shows each opportunity as a slim card with the name, value, linked household, and target close date.
  • Full — expands cards to show all fields, including probability, owner, labels, custom fields, and comments. Fields are editable directly on the card.

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What you can do with opportunities

  • Create opportunities — add new opportunities from the page header, from within a stage column, or from a household record.
  • Edit inline — click any field on an opportunity card in full view to update it without opening a separate form.
  • Move between stages — drag and drop opportunities between columns, including hidden stages.
  • Filter opportunities — use pinned filter chips for quick filtering by household, label, target close date, or owner.
  • Add comments — leave threaded comments on any opportunity for team collaboration.
  • Assign labels — categorize opportunities with color-coded labels.
  • Use custom fields — extend opportunities with additional fields specific to your firm.
  • Configure pipelines — create and customize pipelines with your own stages, colors, and settings.
  • Trigger automations — set up automations that run when opportunities are created or updated.

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Keyboard shortcuts

ShortcutAction
g then dGo to the opportunities page

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FAQ

Total is the straight sum of opportunity values. Weighted multiplies each opportunity’s value by its probability percentage — so a 100,000opportunityat50100,000 opportunity at 50% probability contributes 50,000 to the weighted total. Stages marked to exclude from total are not counted in either number.
Yes. You can create as many pipelines as you need — for example, separate pipelines for prospect conversion and client upsell. Switch between them using the tabs at the top of the page. Favorite the pipelines you use most to pin them to the front of the tab strip, and use the View all dropdown to search for any pipeline once you have four or more. See pipelines and stages for setup details.
Any user with access to the book can view, create, edit, and delete opportunities in that book.

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Next steps

Managing opportunities

Create, edit, filter, and track opportunities day to day

Pipelines and stages

Set up and customize your pipelines and stage workflow