Admins
Reading the Pipeline dashboard
Contacts, conversations, and appointments from each rep account, by week.
Pipeline numbers are read from the rep accounts the R2 team attached to your office.
Steps
- Pick the range.
- Tiles: new contacts, conversations, and appointments across the office.
- Table: one row per rep account, sortable, with CSV export.
- Jump in opens the rep account login in a new tab.
Good to know
- Being set up means no rep account is attached yet; the R2 team finishes that after your setup call.
- A rep account with no member attached still counts in the office totals.