Rep Overview - ArcSolar Docs

Open: Rep Overview. Check the selected representative and whether the screen is live or a demonstration.

Area	What it helps you do
Appointments	Review upcoming customer calls and bookings
Open pipeline	See estimates still awaiting a sales outcome
Follow-up due	Find customer follow-up work that needs action
Awaiting operations	Find won work still moving through delivery
Outstanding balances	Identify due payments on relevant jobs
Qualified Lead Flow	Compare assigned leads and estimates over the displayed period
Work Requiring Attention	Open overdue, upcoming or in-progress tasks
Recent Estimates Sent	Reopen recent customer offers and context

Work from the summary

Start with the most urgent task or appointment. Open the linked record, review its history and complete the appropriate action. Update the underlying task, stage or payment record; dashboard cards are summaries of that work. Use Pipeline and Calendar to move from the overview to the detailed workflow. A missing or unavailable count should not be read as zero.

​Work from the summary

Work from the summary