Casos de uso
Evaluación de seguridad para Ventas
Share the assessment through a controlled link, review access activity, and revoke it when the review window closes. Sales teams can use observed opens to guide a follow-up.
Beneficio para el usuario
The security team can monitor delivery and close link access when the review period ends. Sales professionals can time follow-up from an open signal and revoke access to an outdated offer.
Flujo de trabajo
- Preparar: Share the assessment through a controlled link, review access activity, and revoke it when the review window closes. Sales teams can use observed opens to guide a follow-up.
- Controlar el acceso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
- Compartir: Send the private link to the intended sales audience.
- Revisar señales de entrega: 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.