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Once you have other contacts in Slant, you can perform a wide range of actions to manage their information, communicate with them, and track their activities. This guide covers all the actions available on the other contacts page.

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Quick actions

The contact header provides quick access to the most common actions. You can also use the chat to perform any of these actions.

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Send email

1

Click 'Send email' in the top-right corner of the prospect page.

2

Compose your email with subject, body, and recipients.

3

Click 'Send' to deliver the email.

Emails sent through Slant are automatically tracked and stored in the contact’s email history.

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Create task

1

Click 'Add task' in the top-right corner.

2

Enter task details including title, description, due date, and assignee.

3

Click 'Create task' to save.

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Add note

1

Click 'Add note' button in the top-right corner.

2

Enter the note content.

3

Notes auto-save as you type and are retained for compliance.

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Start project

1

Click the dropdown menu (three dots) in the top-right corner.

2

Select 'Start project' from the menu.

3

Choose a project template and choose a project name.

4

Click 'Create project' to begin.

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Client classification and organization

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Add tags

Tags help you categorize and filter contacts. You can add up to 5 tags to a contact. To add a tag, click on the tag selector in the contact header and select an existing tag or create a new one. Alternatively, you can also ask chat to add a tag to the contact.

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Update prospect information

To update contact information, click on Details in the right sidebar. You can update the contact’s name, email, phone number, address, and other information.

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Add comments

You can add comments to a contact record to track conversations and decisions. To add a comment, click on the Comments tab in the right sidebar and click the + Add comment button.
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