Сценарии
Практический пример для роли «Консалтинг»
Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.
Польза для пользователя
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.
Рабочий процесс
- Подготовка: Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.
- Контроль доступа: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
- Поделиться: Send the private link to the intended consulting audience.
- Проверить сигналы доставки: 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.