Access company settings
- Click Settings in the sidebar.
- Click Company profile in the settings menu.
Company profile
Company name
Your firm’s display name. This appears throughout Slant.Company website
Your firm’s website URL. Slant uses your website to auto-generate a company voice profile for personalizing AI-generated content.Company logo
Upload a PNG or JPEG logo. Recommended size is 168x24 pixels. The logo appears in shared materials and communications. To manage your logo:- Click the upload area or the edit icon to upload a new logo.
- Click the trash icon to remove the current logo.
Company voice profile
The voice profile provides context about your firm for AI-generated content like email drafts. Slant can automatically generate this profile from your website, or you can write it manually.- The profile editor supports rich text formatting.
- Click Generate new profile to regenerate from your website (this replaces any manual edits).
Data customizations
Company-wide data customizations are managed under Settings → Data customizations. These include:- Custom fields — Track firm-specific data on records
- Task labels — Categorize tasks consistently
- Household tags — Tag clients and prospects
- Business tags — Tag business records
- Opportunity labels — Label opportunities
- Project templates — Define project templates
- Email templates — Create reusable emails
- Task templates — Reusable task configurations
- Pipelines — Configure opportunity pipelines