> ## 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.

# Prospects

> Track and manage potential clients as they move through your pipeline.

Prospects are [households](/records/households/overview) that represent potential clients you're cultivating. As households, they have access to [people](/records/people), notes, [tasks](/activity/tasks/overview), [meetings](/activity/meetings/overview), 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 **Est. home value**, **Est. household income**, **Est. wealth range**, **Home ownership**, **Next meeting**, **City**, **State**, **Zip**, and **Education**.

### Data views

Like all list pages in Slant, the prospects list supports [data views](/records/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

<Steps>
  <Step title="Click New prospect">
    Click **+ New prospect** in the top-right corner of the prospects list, or press `C` then `P` from anywhere in Slant.
  </Step>

  <Step title="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.).
  </Step>

  <Step title="Click Create" />
</Steps>

The new prospect appears in the list and you can click into it to add more details.

<Tip>
  Toggle **Create more** to keep the form open after creating a prospect, so you can add multiple prospects quickly.
</Tip>

## 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

<Steps>
  <Step title="Open the prospect">
    Click a prospect's name on the list to open their detail page.
  </Step>

  <Step title="Click Promote to client">
    Click **Promote to client** in the header area of the prospect detail page.
  </Step>

  <Step title="Confirm the promotion">
    Confirm when prompted. The prospect moves to **Records** → **Clients** with all existing data preserved.
  </Step>
</Steps>

### Promote multiple prospects

<Steps>
  <Step title="Select prospects">
    On the prospects list, click the checkboxes next to the prospects you want to promote.
  </Step>

  <Step title="Click Promote to client">
    In the selection bar at the bottom, click **Promote to client**.
  </Step>

  <Step title="Confirm the promotion" />
</Steps>

## 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](/records/bulk-email) to selected prospects (limit of 100 recipients)
* **Convert to contacts** — Convert single-person prospects to [other contacts](/records/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](/activity/projects/overview) from a template for each selected prospect
* **Add to sequence** — Enroll selected prospects in an email [sequence](/platform/sequences/overview)
* **Update custom field** — Set a [custom field](/records/households/custom-fields) value across selected prospects
* **Rename households** — Rename selected prospects using a naming template
* **Move to another book** — Move selected prospects to a different book (admins only, requires access to multiple books)
* **Delete** — Permanently delete selected prospects and all associated data

<Warning>
  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.
</Warning>

## 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](/records/households/overview), 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](/records/households/overview#service-tiers).

All other tabs — Chat, Activity, Email, Phone, Meetings, Tasks, and Notes — work the same as on client detail pages.

## Keyboard shortcuts

| Shortcut     | Action                              |
| ------------ | ----------------------------------- |
| `C` then `P` | Create a new prospect from anywhere |
| `G` then `P` | Go to the prospects page            |

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between a prospect and a client?">
    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.
  </Accordion>

  <Accordion title="Can I convert a prospect back from a client?">
    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.
  </Accordion>

  <Accordion title="Can I convert a prospect to an other contact?">
    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.
  </Accordion>

  <Accordion title="How do enrichment fields get populated?">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Households overview" icon="house" href="/records/households/overview">
    Detail page layout, tags, tiers, and shared features
  </Card>

  <Card title="People" icon="user" href="/records/people">
    Manage the individuals within your prospects
  </Card>

  <Card title="Sequences" icon="list-ordered" href="/platform/sequences/overview">
    Enroll prospects in automated email sequences
  </Card>

  <Card title="Projects" icon="folder" href="/activity/projects/overview">
    Track onboarding and other initiatives for prospects
  </Card>
</CardGroup>