حالات الاستخدام

مشاركة دراسة حالة لـالاستشارات

Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.

فائدة المستخدم

The account team can follow up based on link activity without claiming what the prospect read. Consultants can confirm a client delivery signal and close access when an engagement ends.

سير العمل

1. التحضير: Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.
2. التحكم في الوصول: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. المشاركة: Send the private link to the intended consulting audience.
4. مراجعة إشارات التسليم: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.