Slateo SlateoA step-by-step guide to recording customer organizations, linking them to the right work, and giving external stakeholders limited access when it helps.
Create a customer organization and add its contacts, with each person's name, role, and the best way to reach them.
Associate relevant documents and feedback with the customer they came from, so a quick search surfaces everything related to them in one place.
Pull up the customer's record before a renewal, a complaint, or a check-in, so you walk in with the full context instead of digging through old emails.
Give a customer or external stakeholder a restricted, read-only role scoped to the specific project or product they should see, without exposing the rest of your workspace.
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