In Slant, a prospect represents a household or family. A prospect consists of one or more household members, each with an assigned role (head of household, partner, etc.). Household members have their own contact information, but most of your work will be done on the Prospect level.

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Household roles

Each prospect can include multiple members, each with a different role:
  • Head of household: Primary contact person.
  • Partner: Spouse or life partner.
  • Dependent child: Minor children or dependents.
  • Other adult: Additional adult family members.
  • Other dependent: Adults who are dependents of the client.
Each prospect will have the following tabs:

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Prospect Chat

The AI-powered chat interface helps you quickly find information about key topics and decisions for that prospect, as well as run agent workflows on the prospect record.

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Activity

The activity feed is a chronological view of all prospect interactions, including emails, meetings, tasks, notes, and comments.

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Email

View email correspondence history, send new emails directly from the prospect record, track email engagement and responses, and access email templates and previous communications.

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Meetings

View and manage prospect meetings, access meeting recordings and transcripts, access AI-generated meeting summaries, and review meeting action items and decisions.

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Tasks

Create and assign prospect-related tasks, track task progress and deadlines, view task history and completion status, and manage follow-up items from meetings.

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Notes

Create detailed prospect notes to keep track of important information and decisions.

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Comments

Add comments on a prospect record to track conversations and decisions.

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Household

View and manage household members, their roles, and their contact information.

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Records

Manage projects, files, financial accounts, and enrolled sequences for that prospect.