Add Pending

What

This guide explains how to add a pending item in ShareBuilder CRM to track potential revenue and sales opportunities.

Why

Adding pending items ensures accurate sales forecasting and helps sales teams monitor upcoming opportunities. Proper tracking prevents missed revenue potential and keeps the CRM organized with relevant data.

How

Here is How to Add a Pending:

• There are 2 common ways to add a Pending

  1. Use the quick add "Add+" button found on the top right of your screen on any page.
     

     

  2. From Sales Analysis → Quick View → Accounts → click the green plus sign
     
     

     

     
     

• Fill out the required details on your Pending
  

  

• Mark as New Business (if applicable)
  

  

• Add an Activity to your Pending!
  

  

• Add to a Business Unit
  

  

• Fill in your Pending dollars and Save your Pending!
  

  

FAQs

Can I copy my Pending dollars to other rows/months?

• Yes!

• There are 2 ways to copy your Pending dollars to other months. 

  1. This icon will show up in your Pending Dollars table. If you click that, it will copy down your Pending Dollars to the other months. 
     

     

  2. Click on the 3 dots found in the gray banner of your Pending. One option you will see is to copy the first month's Pending through the last month.
     

     

Can I duplicate or remove a Business Unit on my Pending?

• Yes!

• Click on the 3 dots in the white banner of your Pending. There you will see options to either remove or duplicate a Business Unit.
  

  

Can I duplicate or remove a Budget Category on my Pending?

• Yes!

• Click on the 3 dots in the gray banner of your Pending. There you will see options to either remove or duplicate a Budget Category. 
  

  

Can I add Budget Categories to my Pending?

• Yes!

• Click the plus (+) button in the gray banner of your Pending. There you will see options to add additional Budget Categories to your Pending.
  

  

Can I add future months to an existing Pending?

• Yes!

• Navigate to the Pending List:

  • Click on the Pending → Pending List

• Select the Pending Item to Update:

  • Locate the pending item that needs additional months.

  • Click on the pending item's name ("Spot package") to open the Pending Details window.
    

    

• Add Future Months:

  • Find the Month dropdown menu within the Add/Edit Pending window.

  • Use the dropdown to select and add the desired future months.
    

    

• Be sure to enter the dollar amounts for the future months and, as always, be sure to Save your changes!