You can see everyone you send a WealthPlan to directly in reZEN, including:
- their contact information
- whether they opened the email
- when they opened the email
- whether they viewed the WealthPlan
- whether they edited the WealthPlan
- date you sent the email
How to View:
- Login to reZEN. Click WealthPlan on the left side, then click View Dashboard on the WealthPlan.