Lesson 1 of 7 · Sales rep onboarding
Welcome to ArcSolar. You do not need to learn everything today. Start with the few places you will use every day.
Your goal: find your work and confirm you have the right access.
First, get ready
Ask your manager for your workspace invitation, sign-in details, assigned customers and a practice record. Use a headset for calls. If an invitation or menu is missing, ask your manager to check access—do not create another organisation.
Use a manager-approved practice record or the fictional demo for this course. Do not call, message or send a quote to a real customer while practising.
Take a quick tour
- Open Rep Overview. Check the selected representative. Find appointments and work needing attention.
- Open Tasks → My tasks. This is where you find follow-ups you own or are tagged in.
- Find Customers, Comms, Quotes and Calendar in the sidebar. You will use these in the next lessons.
That is enough for now. Your administrator handles company setup, Stripe, PayTo, integrations, pricing policies and team permissions. You do not need those setup guides to begin.
If you need a closer look
Rep Overview: find your priorities explains the cards. Read it, then use your browser’s Back button to return here.
ArgonixIntelligence, by your side
Where enabled, a brief can help you spot what needs attention. Open the customer or task behind it before taking action. The separate ArgonixIntelligence Agentic Chat interface tab in the sidebar will be coming Soon in a future release. Embedded tools can still be available.
Continue to lesson 2: Meet your customer
Previous step · Course overview
The ArcSolar team · support@arcsolar.com.au 
