Owners
Setting up R2 Pipeline
Answer four screens, book the setup call, and the R2 team builds each rep account.
Pipeline rep accounts are built by the R2 team from your answers. The wizard collects what the team needs and books the call.
Steps
- Your office: name, state, and the phone area code you want on rep numbers.
- Your reps: name, email, and mobile for each rep who gets an account.
- Texting registration: the legal business name and address carriers require. We handle the filing if it is not started.
- Book the setup call from the last screen. The products page shows the booked time.
Good to know
- Rep accounts are usually live within a few business days of the call.
- Until the accounts are attached, the Pipeline dashboard says Being set up.