# Getting started as a closer

What a closer can see and do in PYLO, what to do on your first day and the screens you will use most.

As a closer, PYLO is where you record what happened on every call you take. Your post-call forms drive your closes, your cash collected and your commission, and your end of day report tells your manager how the day went. Everything you see is about your own calls unless your manager has given you wider access.

## What you can see and do

Your sidebar shows Home, My Board, **Dashboard** (with tabs for the [Agency Dashboard](/docs/features/dashboard), [Funnel](/docs/features/funnel) and [Leaderboard](/docs/features/leaderboard)), [Leads](/docs/features/leads), [Post-call](/docs/features/post-call), [Webinars](/docs/features/webinars), EOD and [Payments](/docs/features/payments). The other hubs hold screens for owners and admins, so a hub you can open only one page of simply shows as that page.

- **Payments** shows the payments attributed to you as closer or setter.
- **Funnel** counts application stages for the whole workspace, because a lead is not anyone's until it is assigned. The call and EOD stages are yours.
- **Webinars** lets you read how a webinar went. Creating, correcting and importing webinars is for owners and admins.
- The Agency Dashboard, Funnel and Leaderboard need your workspace to be on the Pro plan. On Basic they send you back to My Board.

In Settings you can open [Account](/docs/settings/account), where you change your own password, and [Digests](/docs/settings/digests), where you can see and turn off any recurring answers you asked PYLO to send to Slack or Discord.

Your manager can give you two extra permissions. With **team EOD access**, the EOD link opens the team's tracking grid instead of your own report. With **full team commission data**, you see commission figures across the whole team.

## Your first day

1. **Sign in.** Your invite email has a secure link, so you do not need a password.
2. **Set your targets.** The first time you open PYLO each month, it asks for your targets before anything else. As a closer you are asked for **Closes**, and optionally **Cash collected**. PYLO may suggest a figure from your recent history, which you can change. If you are not ready to commit, choose **No target yet**: your board shows the target as unset rather than zero, PYLO asks again next month, and you can set one any time from My Board.
3. **Install the rep app on your phone** and turn on notifications, so you hear when a call is booked with you and when a form is due. See [The rep app and push notifications](/docs/rep-app).
4. **File a post-call form after every call.** Open [Post-call](/docs/features/post-call) or the rep app's Today screen, pick the call and record the outcome. The form drives commission, CRM sync and Slack notifications.
5. **Send your end of day report.** See below.

## Post-call forms

[Post-call](/docs/features/post-call) has three modes at the top: **Call-based**, **DM close** and **Log a past call**. Call-based has three tabs:

| Tab | What it shows |
| --- | --- |
| Incoming | Today's pending calls, ready to log |
| Incomplete | Calls that have happened with no outcome recorded |
| Completed | Forms already filed, with filters |

Use **Log a past call** for a call that happened with no booking in PYLO, and **DM close** for a sale made over messages with no call. The rep app has both under its Log tab.

## Your end of day report

Open EOD in the sidebar, or the EOD tab in the rep app. The top of the report fills itself from what you have already logged: **Calls today**, **Live calls**, **Closes**, **Cash collected** and **No-shows**. You add your hours worked, rate your energy from "Running on empty" to "Full tank", answer four reflection questions, and tick **CRM updated?** and **Call reminders done?**. Your workspace may add questions of its own. See [End of day reports](/docs/features/eod).

## Screens you will use most

- [Home](/docs/features/home), where the assistant answers questions about your own work. The suggested questions for a closer are your calls today, your cash this month, your show and close rates this month, and where you rank on the leaderboard.
- [My Board](/docs/features/my-board), which by default shows **My cash collected**, **My closes**, **My close rate** and **My commission** for the month, alongside your target.
- [Post-call](/docs/features/post-call), after every call.
- [Leaderboard](/docs/features/leaderboard), on Pro.
- [Payments](/docs/features/payments), to follow the instalments on your deals.