Quick actions
The contact header provides buttons for common actions:Send email
- Click Send email in the top-right corner of the contact page
- Compose your email with subject, body, and recipients
- Click Send to deliver the email
Emails sent through Slant are automatically tracked in the contact’s email history. The Send email button is only active when the contact has at least one email address.
Create task
- Click Add task in the top-right corner
- Enter the task title, due date, and assignee
- Save the task
Add note
- Click Add note in the top-right corner
- Enter the note content
- The note is saved to the contact record
Call
If you have a phone integration connected (such as RingCentral), a Call button appears in the header when the contact has a phone number.Organize contacts
Add tags
Tags help you categorize and filter contacts. Click the tag area below the contact’s name in the header. Search for an existing tag or select one from the list.Update contact information
Click Details in the right panel to view and edit contact fields. All fields are inline-editable and save automatically. See managing contacts for the full list of available fields.Add comments
Click the Comments tab in the right panel. Type your comment and submit. Comments are internal notes visible to your team, not the contact.Convert to household
If this contact becomes a potential or actual client:- Click the More menu (three-dot icon) in the top-right corner
- Select Convert to household
- Choose Prospect or Client
- Click Convert
Delete a contact
- Click the More menu (three-dot icon) in the top-right corner
- Select Destroy
- Confirm the deletion