https://docs.slant.app/account-settings/api-tokens 2026-06-10T15:41:23.272Z https://docs.slant.app/account-settings/customization/custom-fields 2026-04-27T16:17:51.034Z https://docs.slant.app/account-settings/customization/data-customizations 2026-06-16T15:34:55.597Z https://docs.slant.app/account-settings/customization/email-templates 2026-04-17T21:43:16.919Z https://docs.slant.app/account-settings/customization/engagement 2026-04-27T16:17:51.033Z https://docs.slant.app/account-settings/customization/labels-and-tags 2026-06-10T15:41:23.280Z https://docs.slant.app/account-settings/customization/note-templates 2026-04-10T22:21:30.216Z https://docs.slant.app/account-settings/customization/notetaker 2026-04-06T20:53:33.209Z https://docs.slant.app/account-settings/customization/overview 2026-06-10T15:41:23.314Z https://docs.slant.app/account-settings/customization/pipelines 2026-04-06T20:53:33.432Z https://docs.slant.app/account-settings/customization/project-types 2026-04-17T21:43:17.558Z https://docs.slant.app/account-settings/customization/prompts 2026-04-22T18:13:42.585Z https://docs.slant.app/account-settings/customization/task-templates 2026-04-06T20:53:33.473Z https://docs.slant.app/account-settings/notifications 2026-04-06T20:53:33.572Z https://docs.slant.app/account-settings/profile 2026-04-06T20:53:33.545Z https://docs.slant.app/account-settings/user-settings 2026-06-10T15:41:23.312Z https://docs.slant.app/account-settings/users-and-teams 2026-04-27T16:17:51.607Z https://docs.slant.app/activity/meetings/chat 2026-06-16T15:34:55.631Z https://docs.slant.app/activity/meetings/creating-and-recording-meetings 2026-05-04T19:41:08.075Z https://docs.slant.app/activity/meetings/customizing-meeting-ai 2026-06-11T17:58:43.102Z https://docs.slant.app/activity/meetings/meeting-review 2026-06-16T15:34:55.629Z https://docs.slant.app/activity/meetings/notetaker 2026-05-26T19:44:14.530Z https://docs.slant.app/activity/meetings/overview 2026-06-10T15:41:23.341Z https://docs.slant.app/activity/opportunities/managing-opportunities 2026-06-10T15:41:23.333Z https://docs.slant.app/activity/opportunities/overview 2026-05-04T19:41:08.079Z https://docs.slant.app/activity/opportunities/pipelines-and-stages 2026-05-04T19:41:08.076Z https://docs.slant.app/activity/projects/creating-projects 2026-05-26T19:44:14.911Z https://docs.slant.app/activity/projects/managing-projects 2026-06-16T15:34:55.646Z https://docs.slant.app/activity/projects/overview 2026-05-26T19:44:14.913Z https://docs.slant.app/activity/projects/pipeline-view 2026-05-04T19:41:08.850Z https://docs.slant.app/activity/projects/project-types 2026-05-26T19:44:14.910Z https://docs.slant.app/activity/tasks/creating-tasks 2026-06-16T15:34:55.649Z https://docs.slant.app/activity/tasks/managing-tasks 2026-06-16T15:34:55.647Z https://docs.slant.app/activity/tasks/overview 2026-05-04T19:41:08.850Z https://docs.slant.app/activity/tasks/recurring-tasks 2026-05-08T21:55:12.868Z https://docs.slant.app/activity/tasks/task-templates 2026-04-10T22:21:30.638Z https://docs.slant.app/api-reference/automations/get-an-automation 2026-06-16T15:34:44.989Z https://docs.slant.app/api-reference/automations/list-automations 2026-06-16T15:34:44.979Z https://docs.slant.app/api-reference/books/get-a-book 2026-06-16T15:34:45.009Z https://docs.slant.app/api-reference/books/list-books 2026-06-16T15:34:45.000Z https://docs.slant.app/api-reference/businesses/create-a-business 2026-06-16T15:34:45.027Z https://docs.slant.app/api-reference/businesses/get-a-business 2026-06-16T15:34:45.063Z https://docs.slant.app/api-reference/businesses/list-businesses 2026-06-16T15:34:45.018Z https://docs.slant.app/api-reference/businesses/update-a-business 2026-06-16T15:34:45.072Z https://docs.slant.app/api-reference/clients/create-a-client 2026-06-16T15:34:45.080Z https://docs.slant.app/api-reference/contacts/add-tags-to-contact 2026-06-16T15:34:45.140Z https://docs.slant.app/api-reference/contacts/create-a-contact 2026-06-16T15:34:45.103Z https://docs.slant.app/api-reference/contacts/get-a-contact 2026-06-16T15:34:45.111Z https://docs.slant.app/api-reference/contacts/list-contacts 2026-06-16T15:34:45.092Z https://docs.slant.app/api-reference/contacts/remove-a-tag-from-contact 2026-06-16T15:34:45.150Z https://docs.slant.app/api-reference/contacts/update-a-contact 2026-06-16T15:34:45.127Z https://docs.slant.app/api-reference/custom-fields/create-a-custom_field 2026-06-16T15:34:45.167Z https://docs.slant.app/api-reference/custom-fields/get-a-custom_field 2026-06-16T15:34:45.175Z https://docs.slant.app/api-reference/custom-fields/list-custom_fields 2026-06-16T15:34:45.158Z https://docs.slant.app/api-reference/households/add-tags-to-household 2026-06-16T15:34:45.230Z https://docs.slant.app/api-reference/households/create-a-household 2026-06-16T15:34:45.193Z https://docs.slant.app/api-reference/households/get-a-household 2026-06-16T15:34:45.202Z https://docs.slant.app/api-reference/households/list-all-households 2026-06-16T15:34:45.184Z https://docs.slant.app/api-reference/households/remove-a-tag-from-household 2026-06-16T15:34:45.238Z https://docs.slant.app/api-reference/households/update-a-household 2026-06-16T15:34:45.212Z https://docs.slant.app/api-reference/images/get-household-profile-image 2026-06-16T15:34:45.222Z https://docs.slant.app/api-reference/meetings/create-a-meeting 2026-06-16T15:34:45.259Z https://docs.slant.app/api-reference/meetings/get-a-meeting 2026-06-16T15:34:45.268Z https://docs.slant.app/api-reference/meetings/get-a-meeting-transcript 2026-06-16T15:34:45.276Z https://docs.slant.app/api-reference/meetings/list-meetings 2026-06-16T15:34:45.249Z https://docs.slant.app/api-reference/notes/create-a-note 2026-06-16T15:34:45.294Z https://docs.slant.app/api-reference/notes/get-a-note 2026-06-16T15:34:45.303Z https://docs.slant.app/api-reference/notes/list-notes 2026-06-16T15:34:45.285Z https://docs.slant.app/api-reference/opportunities/create-an-opportunity 2026-06-16T15:34:45.320Z https://docs.slant.app/api-reference/opportunities/create-an-opportunity-1 2026-06-16T15:34:45.357Z https://docs.slant.app/api-reference/opportunities/get-an-opportunity 2026-06-16T15:34:45.329Z https://docs.slant.app/api-reference/opportunities/get-an-opportunity-1 2026-06-16T15:34:45.366Z https://docs.slant.app/api-reference/opportunities/list-opportunities 2026-06-16T15:34:45.312Z https://docs.slant.app/api-reference/opportunities/list-opportunities-1 2026-06-16T15:34:45.348Z https://docs.slant.app/api-reference/opportunities/update-an-opportunity 2026-06-16T15:34:45.339Z https://docs.slant.app/api-reference/opportunities/update-an-opportunity-1 2026-06-16T15:34:45.376Z https://docs.slant.app/api-reference/overview 2026-06-10T15:41:23.388Z https://docs.slant.app/api-reference/people/create-a-person 2026-06-16T15:34:45.510Z https://docs.slant.app/api-reference/people/create-a-phone-number-for-a-person 2026-06-16T15:34:45.475Z https://docs.slant.app/api-reference/people/create-an-address-for-a-person 2026-06-16T15:34:45.385Z https://docs.slant.app/api-reference/people/create-an-email-address-for-a-person 2026-06-16T15:34:45.413Z https://docs.slant.app/api-reference/people/create-an-employment-for-a-person 2026-06-16T15:34:45.440Z https://docs.slant.app/api-reference/people/delete-a-phone-number 2026-06-16T15:34:45.484Z https://docs.slant.app/api-reference/people/delete-an-address 2026-06-16T15:34:45.394Z https://docs.slant.app/api-reference/people/delete-an-email-address 2026-06-16T15:34:45.422Z https://docs.slant.app/api-reference/people/delete-an-employment 2026-06-16T15:34:45.456Z https://docs.slant.app/api-reference/people/get-a-person 2026-06-16T15:34:45.519Z https://docs.slant.app/api-reference/people/list-people 2026-06-16T15:34:45.502Z https://docs.slant.app/api-reference/people/list-people-1 2026-06-16T15:34:45.537Z https://docs.slant.app/api-reference/people/update-a-person 2026-06-16T15:34:45.528Z https://docs.slant.app/api-reference/people/update-a-phone-number 2026-06-16T15:34:45.493Z https://docs.slant.app/api-reference/people/update-an-address 2026-06-16T15:34:45.402Z https://docs.slant.app/api-reference/people/update-an-email-address 2026-06-16T15:34:45.431Z https://docs.slant.app/api-reference/people/update-an-employment 2026-06-16T15:34:45.465Z https://docs.slant.app/api-reference/pipelines/get-a-pipeline 2026-06-16T15:34:45.555Z https://docs.slant.app/api-reference/pipelines/list-pipelines 2026-06-16T15:34:45.545Z https://docs.slant.app/api-reference/project-templates/get-a-project-template 2026-06-16T15:34:45.574Z https://docs.slant.app/api-reference/project-templates/list-project-templates 2026-06-16T15:34:45.564Z https://docs.slant.app/api-reference/projects/create-a-project 2026-06-16T15:34:45.593Z https://docs.slant.app/api-reference/projects/get-a-project 2026-06-16T15:34:45.602Z https://docs.slant.app/api-reference/projects/list-projects 2026-06-16T15:34:45.583Z https://docs.slant.app/api-reference/projects/update-a-project 2026-06-16T15:34:45.624Z https://docs.slant.app/api-reference/prospects/create-a-prospect 2026-06-16T15:34:45.634Z https://docs.slant.app/api-reference/tags/list-tags 2026-06-16T15:34:45.642Z https://docs.slant.app/api-reference/tasks/create-a-task 2026-06-16T15:34:45.661Z https://docs.slant.app/api-reference/tasks/get-a-task 2026-06-16T15:34:45.670Z https://docs.slant.app/api-reference/tasks/list-tasks 2026-06-16T15:34:45.651Z https://docs.slant.app/api-reference/tasks/update-a-task 2026-06-16T15:34:45.679Z https://docs.slant.app/api-reference/users/show-current-user 2026-06-16T15:34:45.688Z https://docs.slant.app/dashboard/book-chat 2026-04-17T21:43:18.609Z https://docs.slant.app/dashboard/calendar 2026-06-10T15:41:23.386Z https://docs.slant.app/dashboard/daily-overview 2026-05-08T21:55:13.334Z https://docs.slant.app/dashboard/home 2026-04-17T21:43:18.605Z https://docs.slant.app/dashboard/notifications 2026-05-26T19:44:15.469Z https://docs.slant.app/dashboard/team-activity 2026-04-17T21:43:18.615Z https://docs.slant.app/help/changelog 2026-06-16T15:34:55.685Z https://docs.slant.app/help/changelog/2026-04-10 2026-04-17T21:52:07.656Z https://docs.slant.app/help/changelog/2026-04-17 2026-04-17T21:52:07.655Z https://docs.slant.app/help/changelog/2026-04-24 2026-04-27T16:17:52.395Z https://docs.slant.app/help/changelog/2026-05-01 2026-05-04T19:41:10.109Z https://docs.slant.app/help/changelog/2026-05-08 2026-05-08T21:55:13.684Z https://docs.slant.app/help/changelog/2026-05-26 2026-05-26T19:44:15.751Z https://docs.slant.app/help/changelog/2026-06-01 2026-06-01T21:36:35.551Z https://docs.slant.app/help/changelog/2026-06-11 2026-06-11T17:58:43.239Z https://docs.slant.app/help/changelog/2026-06-15 2026-06-16T15:34:55.702Z https://docs.slant.app/help/glossary 2026-04-27T16:17:52.393Z https://docs.slant.app/help/international-support 2026-04-27T16:27:33.606Z https://docs.slant.app/help/keyboard-shortcuts 2026-04-06T20:53:33.822Z https://docs.slant.app/help/security 2026-04-06T20:53:33.820Z https://docs.slant.app 2026-04-06T20:53:33.823Z https://docs.slant.app/platform/automations/actions 2026-06-01T21:36:35.803Z https://docs.slant.app/platform/automations/building-automations 2026-05-08T21:55:13.937Z https://docs.slant.app/platform/automations/magic-buttons 2026-04-27T16:17:53.003Z https://docs.slant.app/platform/automations/overview 2026-05-04T22:07:29.255Z https://docs.slant.app/platform/automations/run-history 2026-04-06T20:53:33.847Z https://docs.slant.app/platform/automations/triggers 2026-06-01T21:36:36.427Z https://docs.slant.app/platform/reports 2026-04-06T20:53:33.848Z https://docs.slant.app/platform/scouting 2026-04-06T20:53:33.847Z https://docs.slant.app/platform/sequences/creating-sequences 2026-04-27T16:17:53.006Z https://docs.slant.app/platform/sequences/managing-enrollments 2026-04-06T20:53:33.846Z https://docs.slant.app/platform/sequences/overview 2026-04-06T20:53:33.880Z https://docs.slant.app/records/accounts/custodian-accounts 2026-04-06T20:53:33.879Z https://docs.slant.app/records/accounts/manual-accounts 2026-04-27T16:17:53.361Z https://docs.slant.app/records/accounts/overview 2026-04-06T20:53:33.867Z https://docs.slant.app/records/bulk-email 2026-04-06T20:53:33.872Z https://docs.slant.app/records/businesses 2026-06-16T15:34:55.735Z https://docs.slant.app/records/clients/overview 2026-05-04T19:41:11.165Z https://docs.slant.app/records/clients/past-clients 2026-05-04T19:41:11.702Z https://docs.slant.app/records/clients/portfolio 2026-04-06T20:53:33.870Z https://docs.slant.app/records/clients/reviews 2026-04-06T20:53:33.871Z https://docs.slant.app/records/data-management 2026-04-06T20:53:33.909Z https://docs.slant.app/records/data-views 2026-05-04T19:41:11.701Z https://docs.slant.app/records/households/accounts 2026-06-11T17:58:43.335Z https://docs.slant.app/records/households/chat 2026-06-16T15:34:55.756Z https://docs.slant.app/records/households/custom-fields 2026-04-06T20:53:33.900Z https://docs.slant.app/records/households/document-filler/filling-documents 2026-06-01T21:36:36.904Z https://docs.slant.app/records/households/document-filler/overview 2026-06-01T21:36:36.905Z https://docs.slant.app/records/households/document-filler/sending-for-signature 2026-06-01T21:36:36.907Z https://docs.slant.app/records/households/document-filler/settings 2026-06-01T21:36:36.900Z https://docs.slant.app/records/households/email 2026-06-16T15:34:55.755Z https://docs.slant.app/records/households/extracting-data 2026-04-06T20:53:33.905Z https://docs.slant.app/records/households/files 2026-04-27T16:17:53.803Z https://docs.slant.app/records/households/merging-households 2026-06-16T15:34:55.798Z https://docs.slant.app/records/households/opportunities 2026-04-06T20:53:33.938Z https://docs.slant.app/records/households/overview 2026-06-11T17:58:43.413Z https://docs.slant.app/records/households/projects 2026-04-06T20:53:33.931Z https://docs.slant.app/records/households/records-overview 2026-05-26T19:44:17.178Z https://docs.slant.app/records/households/related-records 2026-04-07T15:44:44.398Z https://docs.slant.app/records/households/sequences 2026-04-06T20:53:33.934Z https://docs.slant.app/records/households/trusts 2026-04-06T20:53:33.932Z https://docs.slant.app/records/mail-merge 2026-06-16T15:34:55.773Z https://docs.slant.app/records/other-contacts 2026-06-16T15:34:55.774Z https://docs.slant.app/records/people 2026-06-11T17:58:43.410Z https://docs.slant.app/records/prospects 2026-05-04T19:41:12.241Z https://docs.slant.app/setting-up-slant/account-creation 2026-04-06T20:53:33.969Z https://docs.slant.app/setting-up-slant/exporting-your-data 2026-04-06T20:53:33.963Z https://docs.slant.app/setting-up-slant/importing-your-data/csv-import 2026-06-01T21:36:37.363Z https://docs.slant.app/setting-up-slant/importing-your-data/from-redtail 2026-05-26T19:44:17.724Z https://docs.slant.app/setting-up-slant/importing-your-data/from-wealthbox 2026-05-26T19:44:17.722Z https://docs.slant.app/setting-up-slant/importing-your-data/overview 2026-04-06T20:53:33.964Z https://docs.slant.app/setting-up-slant/integrations/custodian/linking 2026-06-11T17:58:43.452Z https://docs.slant.app/setting-up-slant/integrations/custodian/overview 2026-06-11T17:58:43.450Z https://docs.slant.app/setting-up-slant/integrations/custodian/release-dst 2026-06-03T20:27:51.507Z https://docs.slant.app/setting-up-slant/integrations/custodian/release-fidelity 2026-06-03T20:27:51.511Z https://docs.slant.app/setting-up-slant/integrations/custodian/release-interactive-brokers 2026-06-03T20:27:51.504Z https://docs.slant.app/setting-up-slant/integrations/custodian/release-pershing 2026-06-03T20:27:51.503Z https://docs.slant.app/setting-up-slant/integrations/custodian/release-schwab 2026-06-03T20:27:51.538Z https://docs.slant.app/setting-up-slant/integrations/custodian/setup 2026-06-11T17:58:43.486Z https://docs.slant.app/setting-up-slant/integrations/docusign 2026-04-07T17:03:23.261Z https://docs.slant.app/setting-up-slant/integrations/email-and-calendar 2026-05-08T21:55:16.304Z https://docs.slant.app/setting-up-slant/integrations/file-storage 2026-06-01T21:36:37.347Z https://docs.slant.app/setting-up-slant/integrations/integration-requests 2026-04-06T20:53:33.988Z https://docs.slant.app/setting-up-slant/integrations/overview 2026-04-06T20:53:33.987Z https://docs.slant.app/setting-up-slant/integrations/phone 2026-06-10T15:41:23.607Z https://docs.slant.app/setting-up-slant/integrations/zapier 2026-06-10T15:41:23.604Z https://docs.slant.app/support 2026-04-24T17:50:41.906Z