The page above is what an advisor sees. This is what you see — who opened it, what they watched, which materials they read, and every RSVP and meeting request in one queue.
| Advisor | Opens | Intro | Materials | Last seen | Measurement |
|---|---|---|---|---|---|
Priya Shah Baird |
6 | 2 | 5 | Aug 3 | On |
Janet Wu RBC |
4 | 1 | 3 | Aug 2 | On |
Michael Torres Edward Jones |
2 | 1 | 1 | Jul 31 | On |
Dan Whitfield Ameriprise |
1 | 0 | 0 | Jul 28 | On |
Carla Reyes LPL Financial |
— | — | — | not measured | Off |
Counts only — opens, intro plays, materials, last seen. No scoring, and measurement can be switched off for any advisor.
That’s the whole product — the page you send, and the view you get back.
Build your page