使用场景

咨询的咨询路线图分享

Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Consultants can coordinate review with the client team.

用户收益

The consultant can time follow-up using link activity and revoke access when the engagement ends. Consultants can confirm a client delivery signal and close access when an engagement ends.

工作流程

1. 准备: Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. 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.