6. Follow through beautifully

Lesson 6 of 7 · Sales rep onboarding The offer is one moment. A thoughtful follow-through is what makes the experience feel complete. Your goal: coordinate the next conversation and give operations a clear handover.

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After a live quote is sent

1. Confirm the quote appears in Quotes. Read any delivery warning.
2. Check whether it is sent, viewed or accepted. These are different states.
3. Open the customer’s Activity → Automated follow-ups. Check the scheduled message and time before adding your own outreach.
4. Set the next task or agreed appointment. Record what the customer needs to decide.

Your administrator sets the automatic journey. Reps need the Review an individual customer and How conversation changes the schedule sections of Follow-up journeys, not the setup section. View the screenshot at full size. Notice the accepted quote with Awaiting payment near the bottom. That is why you check both columns before handing over.

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If the customer asks for a change

Open the existing quote and follow Quote revisions. Check whether it is eligible to change. Accepted quotes and payments in progress can lock revisions. If locked, ask your manager for the approved next step. Do not create an unrelated replacement to bypass the lock.

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When the customer proceeds

Check the recorded acceptance, payment and finance status separately. Accepted does not mean paid. Finance selected does not mean approved. Follow your team’s stage rules, then hand over:

• The agreed system and issued quote.
• Verified site details and outstanding photos or checks.
• Promises made to the customer, including timing.
• Payment or finance status and anything still pending.
• The next owner and action.

Use Projects and jobs to understand where the handover goes. Your operations team owns its setup and delivery process unless your manager has assigned that work to you.

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Finish the day with a clear tomorrow

Review Tasks, appointments and unanswered replies. Every active customer should have a useful next step—not just a note saying “follow up”.

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ArgonixIntelligence, by your side

A checked call summary can help you prepare the handover. Automatic quote SMS uses saved templates; it is not the agent independently deciding what to promise. Continue to lesson 7: Get ready for your first customer Previous step · Course overview The ArcSolar team · support@arcsolar.com.au