Share a private space with a buyer

1. 1

   Start with the person.

   Open the buyer in People and create a space for their company. Add a headline and a short message about the work you are sharing.

   

   Four sites on one scheduleFrom Jordan Lee, Enterprise account executive, Doorbook

   Everything we talked about at the dinner, in one place for you and the team.

   For you

   Proposal for Pell & RookFour sites on one schedule from springPricing for four sitesEvery door, every shift, one yearly price

2. 2

   Add the proposal and pricing.

   Choose the files or links from your Links. Give each a clear title so their team can find what they need.

   For your operations team

   • Dock scheduling briefPDFFeatured
   • Three minutes on a Memphis cross-dockVideo
   • What a 2 a.m. dock backlog costs youArticle

3. 3

   Invite the team.

   Invite each person by email. They confirm their email with a code to open the space, without creating a Lynkur account.

   

   Four sites on one scheduleFrom Jordan Lee, Enterprise account executive, Doorbook

   Jordan made this space for youTo open it, confirm your email with a code. Then it stays open on this device for 30 days.

   Your emailines@pellandrook.com

   Send me a codeJordan sees when you open this space and what you open in it.

4. 4

   See what happens next.

   On Free, see whether each guest has opened the space. Pro adds the activity history, including what they opened and when they came back.

   ActivityWhat they opened, newest first

   1. Nov 4
      Ines came back after 6 days
   2. Oct 29
      Ines opened Pricing for four sites
   3. Oct 29
      Ines added Marisol Quintero
   4. Oct 28
      Ines confirmed their email
   5. Oct 28
      You sent the invitation to Ines

Keep the material up to date as the conversation moves forward. Archive the space when access should end.