Reps

Your Pipeline numbers

Contacts, conversations, and appointments from your rep account.

Your rep account does the texting and booking. The dashboard counts it by week.

Steps

  1. Pick a range.
  2. Tiles: new contacts, conversations, appointments.
  3. Jump in opens the rep account login in a new tab.
  4. Being set up means your account is still being built by the R2 team.

Good to know

  • Numbers refresh every fifteen minutes.
  • Your phone number lives on the account and belongs to the office.

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