Use cases

Grant application sharing for Sales

Send the application package to collaborators or reviewers, then review activity before a deadline follow-up. Sales teams can use observed opens to guide a follow-up.

User benefit

The applicant can check whether the package link was opened before following up near a deadline. Sales professionals can time follow-up from an open signal and revoke access to an outdated offer.

Workflow

1. Prepare: Send the application package to collaborators or reviewers, then review activity before a deadline follow-up. Sales teams can use observed opens to guide a follow-up.
2. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended sales audience.
4. Review delivery signals: 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.