Pending in ShareBuilder CRM represents the dollar value of potential deals in your pipeline. It’s more than a number, it’s your tool for forecasting, managing pipeline health, and holding yourself accountable. This article outlines five best practices to help you and your team make the most of the Pending feature.
When used effectively, Pending enables you to:
Build reliable forecasts
Align with your sales funnel stages
Track deal progress accurately
Identify and correct issues early
Strengthen sales performance and reporting clarity
