Slant 101 Projects

Summary

Automations live in the Platform section and a simple structure: one trigger, then a series of actions. Triggers cover ... Prompts are where you shape how AI sounds and what it focuses on inside Document Filler templates are set up by admins in Settings. Upload an editable PDF, choose whether it applies at the individual or ... A quick tour of the Tasks tab in Prospects sit under Records and behave much the Clients tab. Edit columns, filter by tag or custom field, search, export, and ... The Overview tab on a household page is customizable. Open Edit Overview Layout from the three dot menu, then drag widgets in ... Reports sit at the bottom of the sidebar and can be built two ways. Describe what you want in plain language and AI generates the ... Sequences are automated drip campaigns in Data Customizations in Settings is where you standardize how your firm works, either company wide or book by book. Templates ...