Once you have prospects 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 prospect page.

​
Quick actions

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

​
Send email

1

Click the Send email button 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 prospect’s email history.

​
Create task

1

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

2

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

3

Click Create task to save.

​
Add note

1

Click the 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.

​
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.

​
Client classification and organization

​
Add tags

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

​
Update prospect information

To update prospect information, click on Household in the right sidebar. You can update the prospect’s name, email, phone number, address, and other information, as well as add household members. If you want to add a custom field, navigate to the Prospect table, click the + Add column button, click Create custom field, and add the field name and type.

​
Add comments

You can add comments to a prospect 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.

​
Add prospect as client

When a prospect is ready to become a client, you can add them to your book by clicking the Promote to client button in the prospect header. This will create a new client record and move the prospect to the client record.