Merging households
When you have duplicate households, you can merge them to combine all data — notes, tasks, meetings, emails, and financial accounts — into a single household. The source household is removed after the merge.Converting between types
As relationships evolve, you can convert records between types:- Promote a prospect to a client when they become a paying customer
- Archive a client to a past client to preserve their data while removing them from your active list
- Restore a past client to move them back to active client status
- Convert a household to an other contact or vice versa
Bulk actions
Every list page supports selecting multiple records and performing actions in bulk. Common bulk actions include changing tiers, adding tags, sending bulk email, adding to projects or sequences, and deleting records. See the bulk actions section on each list page for the full set of available actions:Data views
Data views let you save custom configurations of columns, filters, sort order, and search across any list page. Create views for different workflows — for example, a view filtered to clients in a specific tier or sorted by review due date.Copy records to another company
Company admins can copy clients, prospects, past clients, other contacts, and businesses to another eligible company in the same organization.1
Choose records
Open a record’s actions menu, or select multiple records from a list.
2
Start the copy
Select Copy to another company.
3
Choose the destination
In Copy records to another company, select the Destination company and Destination book.
4
Review mappings
Choose whether Slant should use, create, or skip destination tags, task and note labels, and populated record or person custom fields.
5
Start the copy
Confirm the copy and track it from the notification when complete.
The destination list includes only companies in the same organization where you are an active admin with access to an eligible book. If none qualify, Slant shows No eligible destination company.
Next steps
Merging households
Combine two households into one
Data views
Customize columns, filters, and saved views
Bulk email
Send personalized emails to multiple recipients
Importing data
Import records from CSV or another CRM