> ## 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.

# Data management

> Merge records, manage views, use bulk actions, and convert between record types.

Slant provides several tools for organizing and managing your records as your book grows.

## Merging households

When you have duplicate households, you can [merge them](/records/households/merging-households) 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](/records/prospects#promote-to-client) when they become a paying customer
* [Archive a client to a past client](/records/clients/past-clients#archive-a-client) to preserve their data while removing them from your active list
* [Restore a past client](/records/clients/past-clients#restore-a-past-client) to move them back to active client status
* [Convert a household to an other contact](/records/households/overview#converting-between-types) or vice versa

See [converting between types](/records/households/overview#converting-between-types) for the full list of conversions.

## 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](/records/bulk-email), adding to [projects](/activity/projects/overview) or [sequences](/platform/sequences/overview), and deleting records.

See the bulk actions section on each list page for the full set of available actions:

* [Clients](/records/clients/overview#bulk-actions)
* [Prospects](/records/prospects#bulk-actions)
* [Other contacts](/records/other-contacts#bulk-actions)
* [Past clients](/records/clients/past-clients#bulk-actions)

## Data views

[Data views](/records/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.

## Next steps

<CardGroup cols={2}>
  <Card title="Merging households" icon="merge" href="/records/households/merging-households">
    Combine two households into one
  </Card>

  <Card title="Data views" icon="table" href="/records/data-views">
    Customize columns, filters, and saved views
  </Card>

  <Card title="Bulk email" icon="mail" href="/records/bulk-email">
    Send personalized emails to multiple recipients
  </Card>

  <Card title="Importing data" icon="upload" href="/setting-up-slant/importing-your-data/overview">
    Import records from CSV or another CRM
  </Card>
</CardGroup>