Tracking Credits

Since the Prospecting tool is credit-based for most WealthEngine clients, it is critically important to keep track of how many credits you have used and how many you have remaining. We recommend that you always double-check that number before pulling a list so that you can make sure that you are using those credits strategically. 


In the past you could do this using the "Usage Report" button at the top of the Prospecting page. However, WE have now consolidated our various usage counters into one, much more robust, Reports feature. This is located in the upper right-hand corner of the Platform: 

From now on, you will go to Reports to check your credit usage each time you are considering pulling a Prospect list.

 

 

The WealthScore

WealthEngine's brand-new score, the WealthScore, can now be factored into your Prospect query!