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When does pending automatically close in ShareBuilder CRM?
Automatically Closing Old Pending
Old pending is pending that only has past months more than 30 days old. This feature is enabled for all team members by default in ShareBuilder CRM. This will help you clear out old pending that may still be showing up because the status has not been updated.
How it works
- Pending with no future months will be closed.
- If an order came in for that client during those past months, that pending status will be marked as Won.
- If no order came in during those past months, that pending status will be marked as Lost.
Example
Below Southern Wine and Spirits would be automatically closed. If no order came in during the past months that had been there, it will be Lost. If an order did come in during the past months that had been there, it will be Won. It will not count for any stages in the sales funnel that were not moved by the AE.
Automatically Closing Pending When an Order is Received
This feature is disabled for all users by default in ShareBuilder CRM until approved by a manager. This feature will help close pending once an order is received by ShareBuilder CRM.
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If the order amount is the same or more than is pending in the month, the pending will be marked as Won.
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If the order is less than is pending for the month, or for the duration of the pending, the pending will remain pending. In this case, pending dollars will be adjusted to reflect the difference between the dollars in the pending minus the dollars in the order.
Example
For 154th Street Medical Plaza, if the order comes in for $2500+, it will be Won. If the order comes in for $2400, it will remain as an active pending, but the pending will now be $100 per month. If the order comes in for $2500 for October, but nothing for November, the $2500 will come off of October, but the rest will remain pending.
