Learning Center
Find the right R2 resources for setup, platform navigation, step-by-step workflows, specialized modules, and common questions.
Start Here
New to R2?
Begin with onboarding if you are setting up R2 for the first time or deciding how your records, users, and workflows should be organized.
Onboarding
Start HereLearn how to prepare for R2, choose the correct onboarding path, set up your account, and begin building clean, connected records.
Resource Directory
Explore the Main Learning Resources
Use these resources depending on whether you want to understand the platform, follow a workflow, explore a module, or get quick answers.
- Locations, Assets, Tasks, Contacts, Notices, and more
- Best for understanding the platform layout
- Create, update, filter, assign, and manage records
- Best when you know what you need to do
- Cross Connection is the current featured module
- Best for industry-specific workflows
- Access, records, roles, workflows, and troubleshooting
- Best for quick answers while using the system
Not Sure Where to Begin?
Start with Onboarding, then return here to explore platform sections, how-to guides, modules, and FAQs.
