> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Rep Overview

> Start with your appointments, follow-ups and work awaiting action.

**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.


## Related topics

- [1. Find your workspace](/sales-onboarding/workspace.md)
- [Understand the dashboards](/reporting/overview.md)
- [5. Build a confident quote](/sales-onboarding/quote.md)
- [6. Follow through beautifully](/sales-onboarding/follow-through.md)
- [7. Get ready for your first customer](/sales-onboarding/ready.md)