[{"data":1,"prerenderedAt":580},["ShallowReactive",2],{"navigation":3,"\u002Fguides\u002Fmanage-items":217,"\u002Fguides\u002Fmanage-items-surround":575},[4,16,32,79,146,173,199,213],{"title":5,"path":6,"stem":7,"children":8,"icon":15},"Getting Started","\u002Fgetting-started","1.getting-started\u002F1.index",[9,11],{"title":10,"path":6,"stem":7},"Introduction",{"title":12,"path":13,"stem":14},"Quickstart","\u002Fgetting-started\u002Fquickstart","1.getting-started\u002F2.quickstart","i-lucide-rocket",{"title":17,"path":18,"stem":19,"children":20,"icon":31},"Core Concepts","\u002Fcore-concepts","2.core-concepts\u002F1.index",[21,23,27],{"title":22,"path":18,"stem":19},"Overview",{"title":24,"path":25,"stem":26},"Contacts","\u002Fcore-concepts\u002Fcontacts","2.core-concepts\u002F2.contacts",{"title":28,"path":29,"stem":30},"Teams & Permissions","\u002Fcore-concepts\u002Fteams","2.core-concepts\u002F3.teams","i-lucide-layers",{"title":33,"path":34,"stem":35,"children":36,"icon":78},"Features","\u002Ffeatures","3.features\u002F01.index",[37,38,42,46,50,54,58,62,66,70,74],{"title":22,"path":34,"stem":35},{"title":39,"path":40,"stem":41},"Lead Scoring","\u002Ffeatures\u002Flead-scoring","3.features\u002F02.lead-scoring",{"title":43,"path":44,"stem":45},"Conversations & Inbox","\u002Ffeatures\u002Fconversations","3.features\u002F03.conversations",{"title":47,"path":48,"stem":49},"Tasks","\u002Ffeatures\u002Ftasks","3.features\u002F04.tasks",{"title":51,"path":52,"stem":53},"Duplicate Detection","\u002Ffeatures\u002Fduplicate-detection","3.features\u002F05.duplicate-detection",{"title":55,"path":56,"stem":57},"Automations","\u002Ffeatures\u002Fautomations","3.features\u002F06.automations",{"title":59,"path":60,"stem":61},"Inventory","\u002Ffeatures\u002Finventory","3.features\u002F07.inventory",{"title":63,"path":64,"stem":65},"Proposals","\u002Ffeatures\u002Fproposals","3.features\u002F08.proposals",{"title":67,"path":68,"stem":69},"Invoices","\u002Ffeatures\u002Finvoices","3.features\u002F09.invoices",{"title":71,"path":72,"stem":73},"Reports","\u002Ffeatures\u002Freports","3.features\u002F10.reports",{"title":75,"path":76,"stem":77},"Analytics","\u002Ffeatures\u002Fanalytics","3.features\u002F11.analytics","i-lucide-blocks",{"title":80,"path":81,"stem":82,"children":83,"icon":145},"Guides","\u002Fguides","4.guides\u002F01.index",[84,85,89,93,97,101,105,109,113,117,121,125,129,133,137,141],{"title":80,"path":81,"stem":82},{"title":86,"path":87,"stem":88},"Create a Pipeline","\u002Fguides\u002Fcreate-a-pipeline","4.guides\u002F02.create-a-pipeline",{"title":90,"path":91,"stem":92},"Add Custom Fields","\u002Fguides\u002Fadd-custom-fields","4.guides\u002F03.add-custom-fields",{"title":94,"path":95,"stem":96},"Invite Team Members","\u002Fguides\u002Finvite-your-team","4.guides\u002F04.invite-your-team",{"title":98,"path":99,"stem":100},"Configure Email Domain","\u002Fguides\u002Fset-up-email-domain","4.guides\u002F05.set-up-email-domain",{"title":102,"path":103,"stem":104},"Manage Items","\u002Fguides\u002Fmanage-items","4.guides\u002F06.manage-items",{"title":106,"path":107,"stem":108},"Send a Proposal","\u002Fguides\u002Fsend-a-proposal","4.guides\u002F07.send-a-proposal",{"title":110,"path":111,"stem":112},"Create an Invoice","\u002Fguides\u002Fcreate-an-invoice","4.guides\u002F08.create-an-invoice",{"title":114,"path":115,"stem":116},"Track Tasks","\u002Fguides\u002Ftrack-tasks","4.guides\u002F09.track-tasks",{"title":118,"path":119,"stem":120},"Configure an Automation","\u002Fguides\u002Ffirst-automation","4.guides\u002F10.first-automation",{"title":122,"path":123,"stem":124},"Capture Leads via Web Form","\u002Fguides\u002Fcapture-leads","4.guides\u002F11.capture-leads",{"title":126,"path":127,"stem":128},"Connect via Webhook","\u002Fguides\u002Fconnect-webhook","4.guides\u002F12.connect-webhook",{"title":130,"path":131,"stem":132},"Import from CSV","\u002Fguides\u002Fimport-from-csv","4.guides\u002F13.import-from-csv",{"title":134,"path":135,"stem":136},"Add a Passkey","\u002Fguides\u002Fadd-passkey","4.guides\u002F14.add-passkey",{"title":138,"path":139,"stem":140},"Enable Two Factor Authentication","\u002Fguides\u002Fenable-two-factor-auth","4.guides\u002F15.enable-two-factor-auth",{"title":142,"path":143,"stem":144},"Sync Google Calendar","\u002Fguides\u002Fsync-google-calendar","4.guides\u002F16.sync-google-calendar","i-lucide-book-open",{"title":147,"path":148,"stem":149,"children":150,"icon":172},"Integrations","\u002Fintegrations","5.integrations\u002F1.index",[151,152,156,160,164,168],{"title":22,"path":148,"stem":149},{"title":153,"path":154,"stem":155},"Inbound Webhooks","\u002Fintegrations\u002Finbound-webhooks","5.integrations\u002F2.inbound-webhooks",{"title":157,"path":158,"stem":159},"Outbound Webhooks","\u002Fintegrations\u002Foutbound-webhooks","5.integrations\u002F3.outbound-webhooks",{"title":161,"path":162,"stem":163},"CSV Import","\u002Fintegrations\u002Fcsv-import","5.integrations\u002F4.csv-import",{"title":165,"path":166,"stem":167},"Web Forms","\u002Fintegrations\u002Fweb-forms","5.integrations\u002F5.web-forms",{"title":169,"path":170,"stem":171},"Email Domains","\u002Fintegrations\u002Femail-domains","5.integrations\u002F6.email-domains","i-lucide-plug",{"title":174,"icon":175,"path":176,"stem":177,"children":178,"page":198},"API Reference","i-lucide-code","\u002Fapi","6.api",[179,183,187,190,194],{"title":180,"path":181,"stem":182},"Authentication","\u002Fapi\u002Fauthentication","6.api\u002F1.authentication",{"title":184,"path":185,"stem":186},"Items","\u002Fapi\u002Fitems","6.api\u002F2.items",{"title":47,"path":188,"stem":189},"\u002Fapi\u002Ftasks","6.api\u002F3.tasks",{"title":191,"path":192,"stem":193},"Pipelines","\u002Fapi\u002Fpipelines","6.api\u002F4.pipelines",{"title":195,"path":196,"stem":197},"REST Hooks","\u002Fapi\u002Fwebhooks","6.api\u002F5.webhooks",false,{"title":200,"icon":201,"path":202,"stem":203,"children":204,"page":198},"FAQ & Support","i-lucide-circle-help","\u002Ffaq-and-support","7.faq-and-support",[205,209],{"title":206,"path":207,"stem":208},"FAQ","\u002Ffaq-and-support\u002Ffaq","7.faq-and-support\u002F1.faq",{"title":210,"path":211,"stem":212},"Get Help","\u002Ffaq-and-support\u002Fget-help","7.faq-and-support\u002F2.get-help",{"title":214,"path":215,"stem":216},"For AI","\u002Fllm-context","8.llm-context",{"id":218,"title":102,"body":219,"description":568,"extension":569,"links":570,"meta":571,"navigation":572,"path":103,"seo":573,"stem":104,"__hash__":574},"docs\u002F4.guides\u002F06.manage-items.md",{"type":220,"value":221,"toc":555},"minimark",[222,226,231,255,262,270,274,284,377,381,384,388,391,423,427,430,446,450,453,505,509,516,520,523],[223,224,225],"p",{},"Items are the primary records in a pipeline, each representing a deal, ticket, candidate, or other entity moving through your workflow.",[227,228,230],"h2",{"id":229},"creating-an-item","Creating an item",[232,233,234,243,246,249],"ol",{},[235,236,237,238,242],"li",{},"Click the ",[239,240,241],"strong",{},"\"+ Add Item\""," button on your dashboard",[235,244,245],{},"If you have multiple blueprints, pick one",[235,247,248],{},"Fill in the fields",[235,250,251,252],{},"Click ",[239,253,254],{},"Save",[223,256,257,258,261],{},"Your new item appears as a card in the first stage. Each item receives an automatically generated ",[239,259,260],{},"short ID"," for easy reference.",[223,263,264,265,269],{},"If your pipeline has ",[266,267,268],"a",{"href":52},"duplicate detection"," enabled, Slate checks for matches before creation and may show a warning dialog with potential duplicates.",[227,271,273],{"id":272},"viewing-an-item","Viewing an item",[223,275,276,279,280,283],{},[239,277,278],{},"Hover"," over a card to see a quick summary of the item's key fields. ",[239,281,282],{},"Click"," a card to open the full detail view, which includes:",[285,286,287,298],"table",{},[288,289,290],"thead",{},[291,292,293,296],"tr",{},[294,295],"th",{},[294,297],{},[299,300,301,311,321,331,340,349,358,367],"tbody",{},[291,302,303,308],{},[304,305,306],"td",{},[239,307,22],{},[304,309,310],{},"Summary of the item with key fields, assignees, and linked contact",[291,312,313,318],{},[304,314,315],{},[239,316,317],{},"Fields",[304,319,320],{},"All field values with inline editing",[291,322,323,328],{},[304,324,325],{},[239,326,327],{},"Activity",[304,329,330],{},"Notes, calls, emails, meetings, and conversation messages",[291,332,333,337],{},[304,334,335],{},[239,336,63],{},[304,338,339],{},"Linked proposals (if enabled)",[291,341,342,346],{},[304,343,344],{},[239,345,67],{},[304,347,348],{},"Linked invoices (if enabled)",[291,350,351,355],{},[304,352,353],{},[239,354,47],{},[304,356,357],{},"Tasks linked to this item",[291,359,360,364],{},[304,361,362],{},[239,363,55],{},[304,365,366],{},"Active automation instances running on this item",[291,368,369,374],{},[304,370,371],{},[239,372,373],{},"Progression Logs",[304,375,376],{},"History of stage and status changes over time",[227,378,380],{"id":379},"editing-an-item","Editing an item",[223,382,383],{},"Fields are editable inline within the detail view. Changes persist automatically.",[227,385,387],{"id":386},"moving-items-between-stages","Moving items between stages",[223,389,390],{},"Items progress through statuses and stages:",[285,392,393,401],{},[288,394,395],{},[291,396,397,399],{},[294,398],{},[294,400],{},[299,402,403,413],{},[291,404,405,410],{},[304,406,407],{},[239,408,409],{},"Next button",[304,411,412],{},"In the detail view, use the next button to progress through statuses and stages in order",[291,414,415,420],{},[304,416,417],{},[239,418,419],{},"Drag and drop",[304,421,422],{},"On the board, drag a card and drop it into another stage column",[227,424,426],{"id":425},"assigning-team-members","Assigning team members",[223,428,429],{},"Click the assignee area on a card (or in the detail view) to assign team members. You can:",[431,432,433,436,443],"ul",{},[235,434,435],{},"Assign multiple people",[235,437,438,439,442],{},"Set a ",[239,440,441],{},"primary"," assignee",[235,444,445],{},"Self-assign with one click",[227,447,449],{"id":448},"adding-activity","Adding activity",[223,451,452],{},"In the item detail view, use the activity form to log:",[285,454,455,463],{},[288,456,457],{},[291,458,459,461],{},[294,460],{},[294,462],{},[299,464,465,475,485,495],{},[291,466,467,472],{},[304,468,469],{},[239,470,471],{},"Notes",[304,473,474],{},"Free-text updates",[291,476,477,482],{},[304,478,479],{},[239,480,481],{},"Calls",[304,483,484],{},"Log a phone call with outcome",[291,486,487,492],{},[304,488,489],{},[239,490,491],{},"Emails",[304,493,494],{},"Record email interactions",[291,496,497,502],{},[304,498,499],{},[239,500,501],{},"Meetings",[304,503,504],{},"Log meetings",[227,506,508],{"id":507},"deleting-items","Deleting items",[223,510,511,512,515],{},"Open the item detail and use the delete option. Deleted items can be restored from ",[239,513,514],{},"Settings → Company Settings → Deleted Items"," within 7 days. After that, they are permanently removed.",[227,517,519],{"id":518},"filtering-items","Filtering items",[223,521,522],{},"Use the toolbar above your board:",[285,524,525,533],{},[288,526,527],{},[291,528,529,531],{},[294,530],{},[294,532],{},[299,534,535,545],{},[291,536,537,542],{},[304,538,539],{},[239,540,541],{},"My Items",[304,543,544],{},"Toggle to show only items assigned to you",[291,546,547,552],{},[304,548,549],{},[239,550,551],{},"Search",[304,553,554],{},"Find items by name or short ID",{"title":556,"searchDepth":557,"depth":558,"links":559},"",1,2,[560,561,562,563,564,565,566,567],{"id":229,"depth":558,"text":230},{"id":272,"depth":558,"text":273},{"id":379,"depth":558,"text":380},{"id":386,"depth":558,"text":387},{"id":425,"depth":558,"text":426},{"id":448,"depth":558,"text":449},{"id":507,"depth":558,"text":508},{"id":518,"depth":558,"text":519},"Create, edit, assign, and move items through your pipeline.","md",null,{},true,{"title":102,"description":568},"-67woAiD3-XQgMoTfbjZKszDTDSunwDHKN7Hh77M96s",[576,578],{"title":98,"path":99,"stem":100,"description":577,"children":-1},"Verify a custom email domain for branded outbound communication.",{"title":106,"path":107,"stem":108,"description":579,"children":-1},"Create a proposal, send it to your contact, and track its status.",1775587845764]