Use Rep Overview

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.

ArgonixIntelligence in this workflow

Where enabled, the overview brief highlights priorities. Check the contributing record and date, then record your next action.

Start here

Sales rep onboarding

The customer journey

Set up your business

Connect your tools

Customers and communications

Assess and quote

Deliver and get paid

Dashboards and reporting

Reference and support

Work from the summary

ArgonixIntelligence in this workflow

​Work from the summary

​ArgonixIntelligence in this workflow

Work from the summary

ArgonixIntelligence in this workflow