Slant 101 Data Customizations

Summary

Intake forms let you send a form to a client or prospect and have their answers flow straight back into Automations live in the Platform section and a simple structure: one trigger, then a series of actions. Triggers cover ... The Overview tab on a household page is A quick tour of the Tasks tab in Prospects sit under Records and behave much the Clients tab. Edit columns, filter by tag or Sequences are automated drip campaigns in Prompts are where you shape how AI sounds and what it focuses on inside Client records live under Records and display in a table view of all your households. Add, reorder, or hide columns, filter by tag, ... Multi-select on the Clients or Prospects list and a bulk action bar appears at the bottom. From there you can change tier, add tags, ... The Reviews tab under Clients tracks when you last met with each household and when the next review is due. Due dates come ...