R2 University
For owners
How to do everything in R2, by topic. Search, or pick a tag.
Buying R2 for your office
Pick products, pay by card, and start setup in the same sitting.
buying · billing · setup
Setting up R2 Referrals
Five short screens: your office, the reward schedule, your reps, your first partners, done.
setup · referrals · reps
Setting up R2 Contests
Your office, your reps, and the first contest, then the standings go on the sales floor.
setup · contests · reps
Setting up R2 Commissions
Your pay plan and your reps, so every commission is checked against the pay report.
setup · commissions · reps
Setting up R2 Pipeline
Answer four screens, book the setup call, and the R2 team builds each rep account.
setup · pipeline · rep account
Your products page
One card per product with the way in: dashboard, Jump in, finish setup, or add.
products · dashboard · jump in
Inviting your team
Add an admin, a leader, or a rep by email from the products page.
team · members · roles · invite
Billing and your card
One card, one invoice per period, and the portal for receipts and card changes.
billing · card · invoices · seats
The leader page
Your Clik scorecard beside what R2 is producing, week by week.
leader · scorecard · trends · forecast
Reading the forecast
The projection is a straight line through your last eight weeks, not a promise.
forecast · trends · projection
Financing offers for the calculator
The four options your reps start from in the R2 Calculator.
calculator · financing · offers
Adding a product later
Start with one product and add the rest when the office is ready.
buying · products · billing
Which product does what
Five products, one job each, all under one login.
products · family
One login for every product
Sign in to the hub once; Jump in opens each product already signed in.
login · jump in · products
One bill, one card
Every product your office owns lands on one invoice, charged to one card.
billing · card · seats
Adding a rep to every product
Invite once in the hub, then add the rep inside each product that needs an account.
reps · team · invite
When a rep leaves
Remove the login, reassign their work in each product, and the seat drops off.
reps · turnover · team
Where your data lives
Each product keeps its own records; the hub reads numbers and never copies the data.
data · security · ownership
Getting help
This university first, then Support@R2Roadmap.com with the office name and the screen.
support · help