R2 University
For reps
How to do everything in R2, by topic. Search, or pick a tag.
Your home screen
One card per product with Open dashboard and Jump in.
products · dashboard
Opening a product
Jump in signs you into the product with no second password.
jump in · login
Your Referrals numbers
Your partners, the referrals they sent, and what you closed.
dashboard · referrals
Your contest standing
Your points and rank in the contests running now.
dashboard · contests
Your commissions
Every line on your pay report, checked against the plan.
dashboard · commissions
Your Pipeline numbers
Contacts, conversations, and appointments from your rep account.
dashboard · pipeline · rep account
Using the R2 Calculator
Compare financing options side by side in the home and hand the buyer a PDF.
calculator · financing · tools
Sharing the comparison as a PDF
One tap makes a PDF the buyer can keep.
calculator · pdf · share
Signing in and resetting your password
One email, one password, and a reset link when you forget it.
login · password
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