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

# Outcomes & finishing

> How sales reps record Won or Quote and complete an appointment.

This page is for **sales reps only**. Admin-only actions (price override, reset progress, workflow override) are not covered here — contact your team lead if you need help with those.

## Won and Quote on Solar Progress

While the job shows **⏳ In Progress**, two buttons appear in the **Solar Progress** header:

| Button    | Use when                                                                       |
| --------- | ------------------------------------------------------------------------------ |
| **Won**   | Customer is proceeding (see [Hometree process](/sales/hometree) for HT timing) |
| **Quote** | Customer wants a quote only — not proceeding today                             |

After you tap one, the badge shows **✓ Won** or **✗ Quote**.

### Undo Won or Quote before you finish

If you tapped the wrong outcome by mistake, tap the small **refresh** icon next to the badge to reset back to **In Progress**. You can then choose again.

## Finish Appointment

After **Send Welcome Email**, the app opens **Finish Appointment**.

Choose **Won** or **Quote** again, then tap **Confirm & Organize Files**:

| Outcome   | Where files are saved |
| --------- | --------------------- |
| **Won**   | Customer Orders 2     |
| **Quote** | Customer Quotations   |

Wait for **Organizing files...** to finish before leaving the property.

You may have already tapped **Won** or **Quote** on Solar Progress earlier in the visit — **Finish Appointment** still runs the file organisation at the end.

## Wrong price or need to redo a step?

Sales reps **cannot** change prices or reset workflow progress themselves. That is handled by admins.

If pricing looks wrong or you need a step reset:

1. Note the customer name and address
2. Contact your **team lead** or office
3. Wait for them to fix it before presenting to the customer

## Reports (Profile tab) — beta

**Profile** → **Reports** is available but still **in beta**. Numbers may not be accurate — do not rely on it for commissions or official performance reviews.

For day-to-day stats, use the **Dashboard** tab (appointments sat, sales won, conversion rate).

If you open Reports anyway, confirm when prompted. You will only see **your own** data — not other reps'.

## What you will not see

Extra **Profile** buttons (opportunity management, admin panel, tools, and similar) are for **admin users only**. If you need a price change, step reset, or a missing appointment fixed, contact your team lead.

Your **Profile** tab should show **Reports** and **Logout** only, plus your name and role.