Seller Training Level 3

Topics Covered

1. Adding and Managing Pendings

• Add new pendings via the dashboard or account view

• Customize pendings with:

  • Descriptions

  • Start/End Dates

  • Close Week and Confidence Level

• Allocate dollars to Business Units and Budget Categories (e.g., Spot, Digital)

• Track historical billing for improved forecasting

• Make updates directly from the Pending List or Sales Funnel

2. Creating and Syncing Activities

• Associate activities with pendings to progress deals

• Select activity type, schedule times, and add notes

• Sync activities to external calendars (Outlook, Gmail) via toggle

• Add multiple activities (e.g., Proposal + Follow-up)

3. Pending List View and Sales Funnel

• Use filters to customize views by business unit, stage, or account

• Understand Pending Reminders (triggered by no recent activity or past close week)

• Edit directly from the Sales Funnel: update stage, add activities, mark won/lost

4. Precision Pending

• Predictive model that adjusts your forecast based on activity behavior

• Requires ~90 days of consistent data to become effective

• Displays alongside raw pending to give refined sales outlook

5. Reporting Tools

Pending Reports:

• Three-Month Billing + Pending:

  • Group by AE, Business Unit, or Category

  • Shows Booked, Adjusted Pending, and Pacing vs. Prior Year

• One-Month Billing Report:

  • Ideal for short-term planning

  • Highlights booked, pending (raw/adjusted), budget variance

Activity Reports:

• Weekly Activity Report:

  • Grouped by AE, Month, or Product

  • Tracks all activities with timestamps, purposes, and related accounts

• Daily Activity Report:

  • Detailed view with location/phone (if contact data is entered)

  • Useful for printing or reviewing daily schedules

6. Syncing Calendar and Email

• Sync external activities into ShareBuilders using:

  • assistant@share-builders.com (via BCC/CC)

• Ensure contacts are accurately assigned to accounts to avoid sync errors

Key Takeaways

• Enter and update pending regularly to enhance Precision Pending insights.

• Use activities strategically and sync them to streamline scheduling.

• Leverage robust reporting to stay on track with goals and account performance.

• Update contacts to ensure successful integration with external tools.

Need Help?
Use in-platform chat for quick answers or request a screen share for step-by-step support.

Let us know if you have questions—and keep building strong, data-driven sales pipelines!