Start state
Attach tracked content
Send documents from email, campaign, or CRM workflows.
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Production workspace access is gated while the CRM data plane is being rebuilt.
Request accessDocument Tracking
Know when proposals, decks, and attachments are viewed.
Track document engagement and connect the signal to deals, contacts, alerts, and follow-up workflows.
Built for
Sales teams sharing proposals, decks, mutual action plans, and buyer enablement materials.
Availability
Implemented workflow; storage and email config required
Document tracking works as a CRM workflow surface and requires production storage, email, and tracking configuration before live use at scale.
Storage providerEmail providerTracking/privacy review
Document analytics
Proposal engagement
Views12 events
Recipients3 buyers
Follow-upQueued
Product Theater
Inspect the workflow before signup
Each step shows the start state, CRM.me action, result state, and proof language for this product route instead of relying on generic feature copy.
Document analytics
Sent↓
Opened↓
Viewed 3x↓
Signed
Document analytics
Proposal engagement
Desktop, tablet, and mobile route captures · poster document-tracking-timeline.png · fallback document-tracking-timeline.png
Interface preview, not release proof
CRM.me action
Attach tracked content
Send documents from email, campaign, or CRM workflows.
Result state
12 events
Views moves into the product surface without losing record context.
Proof
Pairs with email tracking, campaigns, and CRM timelines.
Durable storage should be configured before production document workflows are used at scale.
Workflow
How the workflow moves from signal to action
Every page maps to shipped CRM.me surfaces or explicitly calls out the production credentials required before a workflow goes live.
1
Attach tracked content
Send documents from email, campaign, or CRM workflows.
2
Capture engagement
Log opens, clicks, and document view events to the related record.
3
Act on intent
Use alerts and dashboards to prioritize follow-up.
Buyer-level signals
Separate casual opens from meaningful document engagement.
- View events
- Recipient context
- Timeline entries
- Deal association
Analytics timeline
Make document activity readable for reps and managers.
- Event timeline
- Engagement summary
- Follow-up triggers
- Exportable context
Governed sharing
Keep tracking tied to admin and compliance settings.
- Access control
- Audit logging
- Unsubscribe awareness
- Retention policy
Claim Guardrails
Source-verifiable launch copy
These pages avoid fake customer counts, fake certification language, fake marketplace approval claims, and unsupported revenue-lift claims.
Pairs with email tracking, campaigns, and CRM timelines.
Durable storage should be configured before production document workflows are used at scale.
Avoids unverified claims about buyer identity beyond captured application data.
Related Workflows