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Other contacts are professional relationships that are not clients or prospects. Use them to track CPAs, attorneys, referral sources, centers of influence, and other people your practice works with. Each other contact has a single person record with their name, email, phone number, address, and other details. You can link tasks, meetings, notes, and email history to a contact, and enroll them in sequences.

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Creating an other contact

1

Open the creation form

Click + New contact on the Other contacts page. You can also press C then O from anywhere in Slant.
2

Fill in the details

Enter a First name and optionally a Last name, Email, and Phone number. If you add a phone number, choose a Type (mobile, work, home, or other).
3

Click Add contact

The contact is created and appears in the list.
Turn on Create more to keep the form open after saving, so you can add multiple contacts in a row.

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The contact list

The Other contacts page displays all contacts in a table with these columns:
  • Contact — the contact’s full name (links to their detail page)
  • Email address — primary email
  • Phone number — primary phone
  • Tags — assigned tags
  • Created at and Updated at — timestamps
  • City, State, Zip, and Full address — location information
Click any column header to sort by that field. You can sort by name (full or last), email, city, state, zip, and date columns. Click the icon or start typing to search contacts by name, email, phone, or other fields. Results update as you type.

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Filtering

Use the Tags chip at the top of the list to quickly filter by tag. Click Filter for additional conditions:
  • Email — match by email address
  • Last name — match by last name
  • Phone number — match by phone number

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Views

The default view is All contacts. Click the + button next to the view tab to create a custom view with saved filters and sort order. Rename a view by clicking its name.

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Managing a contact

Click a contact’s name in the list to open their detail page. The header displays the contact’s full name, primary email (as a clickable badge), and tags. If the contact has a LinkedIn profile, a LinkedIn icon next to their name links to it. Click + Add tags to assign tags for categorization and filtering.

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Quick actions

Use the buttons in the top-right corner of the detail page:
  • Add task — create a task linked to this contact
  • Send email — compose an email to this contact
  • Start meeting — start an in-person, online, or past meeting filed under this contact. Choose a Meeting type in the create form, and Slant generates an AI meeting prep brief for upcoming contact-only meetings.
  • … (more menu) — add a note, start a project (limited to project types whose Owner kind is contact), convert to a household, edit the overview layout or tab order (admins only), or delete the contact

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Tabs

Each contact page has tabs for:
  • Overview — a customizable dashboard of widgets for this contact. See customizing the overview layout.
  • Emails — email history and threads
  • Phone — call logs and recordings (requires phone integration)
  • Meetings — meetings involving this contact
  • Tasks — tasks linked to this contact
  • Notes — notes created on this contact
To preserve a note from further changes, open its ⋮ menu and choose Lock. Locked notes are read-only and can’t be deleted; any user can unlock them from the same menu. Admins can reorder these tabs for the whole company. From the … menu on a contact, select Edit tab order, drag the tabs into the order you want, then click Save. See reordering the tabs for the full workflow.
Tab order is shared across your company. Only admins can change it; everyone else sees the saved order.

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Customizing the overview layout

Other contacts share the same drag-and-drop overview editor as households. Click … → Edit overview layout to open the editor. The available widgets for contacts are Tasks, Activity, Meetings, Recent emails, Projects, Opportunities, and Related records. The layout is shared across your company, and only admins can edit it. The Opportunities widget lists opportunities linked to this contact, with an Add opportunity button and a No opportunities empty state. See customizing the household overview layout for the full workflow. The right sidebar has three tabs:
  • Contact — the standard contact fields
  • Records — custom fields, related records, and a linked storage folder
  • Comments — threaded comments

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Contact tab

Click any field to edit it inline:
  • Business — link the contact to a business record
  • Employment — add employment records with a role, company, start and end dates, and active status
  • Name — first, middle, and last name
  • Email — one or more email addresses, each with a type (personal, work, etc.) and a primary indicator
  • Phone — one or more phone numbers, each with a type and a primary indicator
  • Address — street address, city, state, and zip
  • LinkedIn — a LinkedIn profile URL
  • Date of birth — the contact’s birthday
  • Preferred name — an alternate name for the contact
  • Job title — their professional title
  • Designations — professional designations (e.g., CPA, CFP, JD)
  • Gender — male, female, non-binary, other, or prefer not to say

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Identification

Below the standard fields is an Identification section for storing sensitive identification details. Click any field to edit it inline:
  • SSN — Social Security Number
  • Passport number — passport identifier
  • Number — driver license or state ID number
  • Issuing state — the state that issued the driver license or ID
  • Issue date — when the driver license or ID was issued
  • Expiration date — when the driver license or ID expires
Treat identification details with care — only fill these in if your team needs them on file and your firm’s policies allow it.

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Records tab

The Records tab is an accordion that mirrors the household Records tab and holds:
  • Custom fields — values for any custom fields defined on the Contact record type
  • Related records — connections to businesses, households, or trusts
  • Opportunities — opportunities linked to this contact. Click Add opportunity to create one with the contact pre-filled as the related record. When none exist, the section shows No opportunities found.
  • Files — a linked folder from your file storage provider. Click Link [provider] folder to browse and pick a folder, then expand Files to see its contents inline. Click the ⋯ menu next to the Files heading to Unlink folder.

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Comments tab

View and add threaded comments about this contact. Comments are visible to your team but not to the contact.

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Bulk actions

Select contacts in the list by clicking the checkbox next to each name. Hold Shift and click to select a range. Use the Select all checkbox in the header to select every contact matching your current filters. The selection bar appears at the bottom of the screen with these actions:
  • Owner — assign a team member as the owner of the selected contacts
  • Tags — add a tag to the selected contacts
  • Bulk email — compose a bulk email to the selected contacts (up to 100 at a time)
  • Delete — permanently delete the selected contacts
After clicking Delete in the selection bar, you’ll be asked to type DELETE N CONTACTS (uppercase, with the actual count) before the delete button enables.

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Exporting contacts

Click the icon in the toolbar to export your contacts as a CSV file. The export includes all contacts matching your current filters.

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Merging contacts

If the same person was entered twice, you can merge two contacts into one. All notes, tasks, meetings, emails, and activity history transfer to the surviving contact; the other is deleted.

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Merge from a single contact

1

Open the more menu

From either contact, click the … button in the top-right corner and select Merge with contact.
2

Select the other contact

Search for and select the contact you want to merge with. Click Next.
3

Choose which contact will remain

Pick the contact to keep — the other one’s data merges into it. The picked contact is marked will remain.
4

Click Merge contacts

The merge runs and you’re redirected to the surviving contact.

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Merge from the list

Select exactly two contacts in the Other contacts list and click Merge in the selection bar. The dialog opens directly on the Choose which contact will remain step, then runs the merge.
Merging is permanent. The non-surviving contact is deleted after its data transfers to the survivor.

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Converting to a household

You can promote an other contact to a client or prospect when the relationship evolves.
1

Open the more menu

From the contact’s detail page, click the … button in the top-right corner and select Convert to household.
2

Choose the household type

Select Prospect to add them to your pipeline, or Client to convert them directly to a client.
3

Confirm the conversion

Click Convert to prospect or Convert to client. All associated tasks, notes, meetings, activities, and tags transfer to the new household.
You can also convert a single-person household back to an other contact from the household’s detail page.

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Deleting a contact

To delete a single contact, click the … button on the contact’s detail page and select Destroy. To delete multiple contacts at once, select them in the list and click Delete in the selection bar. You’ll be asked to type DELETE N CONTACTS (uppercase, with the actual count) before the delete button enables.
Deleting a contact removes all associated notes, tasks, meetings, and activity history. This cannot be undone.

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Keyboard shortcuts

ShortcutAction
C then OCreate a new other contact from anywhere
G then OGo to the other contacts page

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FAQ

Prospects are potential clients you’re cultivating toward a paid relationship. Other contacts are professional relationships — attorneys, CPAs, referral sources — that you want to track but don’t plan to convert into clients. You can always convert an other contact to a prospect or client later.
Yes. Go to Settings → Data import and select Contact as the record type when uploading your CSV file. See CSV import for details.
Yes. Select up to 100 contacts in the list and click Bulk email in the selection bar. See bulk email for details.
Yes. Other contacts can be enrolled in sequences just like clients and prospects, as long as the contact has an email address.

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Next steps

People

Learn about person records within households and contacts

Businesses

Track business records and link them to contacts

Tasks

Create and manage tasks linked to contacts

Sequences

Automate email outreach to contacts