使用场景

销售的审计报告分享

Deliver the report to authorized stakeholders through a revocable link and review access activity. Sales teams can use observed opens to guide a follow-up.

用户收益

The auditor can verify link access and close it after the review period. Sales professionals can time follow-up from an open signal and revoke access to an outdated offer.

工作流程

1. 准备: Deliver the report to authorized stakeholders through a revocable link and review access activity. Sales teams can use observed opens to guide a follow-up.
2. 控制访问: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. 分享: Send the private link to the intended sales audience.
4. 查看送达信号: 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.