How to Track WealthPlan Sends

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.