Skip to main content
Prospects are households that represent potential clients you’re cultivating. As households, they have access to people, notes, tasks, meetings, email, and all other household features.

​
The prospects list

Go to Records → Prospects in the sidebar to see all prospects in your book. The list displays the following columns by default:
  • Prospect — Name with a link to the detail page and comment count
  • Email address — Head of household email
  • Phone number — Head of household phone
  • Tags — Assigned tags
  • Created at — When the prospect was added
  • Latest email interaction — Most recent email activity
  • Last meeting — Date of the last meeting with links to the record
Additional columns are available, including Last touchpoint, Est. home value, Est. household income, Est. wealth range, Home ownership, Next meeting, City, State, Zip, and Education.

​
Last touchpoint column

Last touchpoint shows the date of the most recent interaction with the prospect — a meeting, email, text message, or logged call. It’s off by default. Click Add column at the right edge of the header row and select Last touchpoint to show it, then sort by it to surface the prospects you’ve gone longest without contacting.

​
Data views

Like all list pages in Slant, the prospects list supports data views — saved configurations of columns, filters, sort order, and search. Create custom views for different workflows, such as a view filtered to prospects in a specific city or sorted by upcoming birthday.

​
Create a prospect

1

Click New prospect

Click + New prospect in the top-right corner of the prospects list, or press C then P from anywhere in Slant.
2

Fill in the details

Enter a First name and Last name. Add an Email address and Phone number if available. Select the phone Type (Mobile, Home, Work, etc.).
3

Add an opportunity (optional)

Check Also create an opportunity to start tracking a deal alongside the new prospect. See create a prospect and an opportunity together.
4

Click Create

The new prospect appears in the list and you can click into it to add more details.
Toggle Create more to keep the form open after creating a prospect, so you can add multiple prospects quickly.

​
Create a prospect and an opportunity together

Most prospects enter your book attached to a specific deal. Check Also create an opportunity in the Create new prospect window to create both records in one step. Checking the box reveals the opportunity fields:
  • Pipeline — which prospect pipeline the opportunity lands in. This appears only when your book has more than one prospect pipeline.
  • Stage — the starting stage. Defaults to Identified when the pipeline has that stage, otherwise the first stage.
  • Value — the estimated dollar amount.
  • Target close date — when you expect to close.
  • Assigned to — the team member responsible. Defaults to you.
  • Label — an opportunity label. This appears only when your book has labels configured.
Any custom fields your firm has configured for opportunities appear below these. The opportunity takes the prospect’s name — you can rename it later on the opportunities board. A Prospect and opportunity created confirmation appears once both records are saved.

​
Promote to client

When a prospect becomes a paying customer, promote them to a client to unlock custodian account linking, review scheduling, and AUM tracking.

​
Promote a single prospect

1

Open the prospect

Click a prospect’s name on the list to open their detail page.
2

Click Promote to client

Click Promote to client in the header area of the prospect detail page.
3

Confirm the promotion

Confirm when prompted. The prospect moves to Records → Clients with all existing data preserved.

​
Promote multiple prospects

1

Select prospects

On the prospects list, click the checkboxes next to the prospects you want to promote.
2

Click Promote to client

In the selection bar at the bottom, click Promote to client.
3

Confirm the promotion

​
Bulk actions

Select one or more prospects using the checkboxes to reveal the selection bar at the bottom of the page. Available actions:
  • Promote to client — Convert selected prospects to clients
  • Add tag — Apply a tag to all selected prospects
  • Bulk email — Send a bulk email to selected prospects (limit of 100 recipients)
  • Convert to contacts — Convert single-person prospects to other contacts. Only available when all selected prospects have a single person.
Click the … button in the selection bar for additional actions:
  • Add to project — Create a project from a template for each selected prospect
  • Add to sequence — Enroll selected prospects in an email sequence
  • Update custom field — Set a custom field value across selected prospects
  • Rename households — Rename selected prospects using a naming template
  • Move to another book — Move selected prospects to another book you can access (requires access to multiple books)
  • Delete — Permanently delete selected prospects and all associated data
Deleting prospects removes all associated people, notes, tasks, meetings, and history. This cannot be undone. To confirm, type the uppercase phrase shown in the dialog (for example, DELETE 5 PROSPECTS) to enable the Delete button.

​
Enrich a prospect

Use AI enrichment to find publicly available information about a prospect. From the prospect detail page, click the … menu and select Enrich prospect. Slant searches for information and populates fields like estimated net worth, household income, home value, and home ownership status. You can review the enriched data and accept or reject individual suggestions.

​
Prospect detail page

The prospect detail page follows the same layout as all households, with a few differences:
  • Overview tab — Prospects have an Overview tab showing outstanding tasks and custom fields. This tab is not available for clients.
  • No Custodian tab — Custodian account linking is only available for clients.
  • No review schedule — Review due dates and cadences are client-only features.
  • Prospect badge — The header shows a Prospect badge instead of a service tier.
  • Last touchpoint — Below Promote to client, the header reads Last touchpoint on followed by the date of the most recent meeting, email, text message, or logged call. Click the date to open that record in a quick preview. The line is hidden when the prospect has no recorded interactions.
All other tabs — Chat, Email, Phone, Meetings, Tasks, and Notes — work the same as on client detail pages.

​
Keyboard shortcuts

​
FAQ

Both are households with the same core features — people, notes, tasks, meetings, and email. Clients have additional capabilities: custodian account linking, AUM tracking, and review scheduling. Promote a prospect to a client to unlock these features.
Yes. On a client’s detail page, click the … menu and select Convert to prospect. This moves them back to the prospects list. Review schedule data and custodian account links are removed.
Yes, but only if the prospect has a single person. From the prospect detail page, click the … menu and select Convert to other contact. Projects, opportunities, financial data, and vault files are permanently deleted during conversion. You can also convert multiple single-person prospects at once using the bulk action on the list page.
When you enrich a prospect, Slant uses AI to search for publicly available information and suggests values for fields like estimated net worth, income range, home value, and home ownership. You review each suggestion before it’s applied.

​
Next steps

Households overview

Detail page layout, tags, tiers, and shared features

People

Manage the individuals within your prospects

Sequences

Enroll prospects in automated email sequences

Projects

Track onboarding and other initiatives for prospects