使用场景

咨询的案例研究分享

Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.

用户收益

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.

工作流程

1. 准备: Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.
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 consulting 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.