If you are sending a WealthPlan to another agent and want to get notified when they open their email, make sure you enable notifications in reZEN.
Inside the WealthPlan Dashboard, click the notification icon in the top right corner. This will open a module to make sure your notifications are enabled.
- Not sure how to find the WealthPlan Dashboard? How to Track WealthPlan Sends
- See what the agent sees when you send the plan: What happens after I send my WealthPlan?