Platform Sections
Explore the major areas of R2. Learn what each section manages, how records can stand alone or connect together, and where to go based on what you are trying to do.
How R2 Is Organized
Records Can Stand Alone or Work Together
R2 is built around flexible records. Locations, Assets, Tasks, and Contacts can each exist on their own, but they can also be linked together when that helps your workflow. These core records create the foundation for organizing information and activity throughout the R2 Platform.
Primary Records
Core Records You Create and Manage
These record types can be used independently or linked together to create a connected workflow.
