活用例

営業向け作業範囲記述書の共有

Send the defined scope through a private link and check whether the recipient opened the current version. Sales teams can use observed opens to guide a follow-up.

ユーザーの利点

The provider can confirm access to the scope document and revoke a link shared in error. Sales professionals can time follow-up from an open signal and revoke access to an outdated offer.

ワークフロー

1. 準備: Send the defined scope through a private link and check whether the recipient opened the current version. Sales teams can use observed opens to guide a follow-up.
2. アクセスを管理: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. 共有: Send the private link to the intended sales audience.
4. 送達状況を確認: 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.