Pending
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      Auto Close Pending

      What

      Auto Close Pending is a functionality that automatically updates the status of pending items to "Won" or "Lost" based on the presence or absence of corresponding orders within a specified timeframe.

      Why

      This feature ensures that outdated pending items are accurately reflected in the CRM, reducing manual oversight and maintaining the integrity of sales data. By automatically closing pending items, sales teams can focus on current opportunities without the clutter of obsolete entries.

      How

      1. Automatically Closing Old Pending:

        • Criteria: Pending items that have only past months dated more than 30 days ago and no future months.
        • Process:
          • If an order was received for the client during those past months, the pending status is marked as "Won."
          • If no order was received, the pending status is marked as "Lost."
        • Default Setting: This feature is enabled for all team members by default.

      2. Automatically Closing Pending When an Order is Received:

        • Criteria: When an order is received by ShareBuilder CRM that matches a pending item.
        • Process:
          • If the order amount is equal to or greater than the pending amount for the month, the pending is marked as "Won."
          • If the order amount is less than the pending amount, the pending remains active, but the pending dollars are adjusted to reflect the difference.
        • Default Setting: This feature is disabled by default and requires manager approval to be activated.

      Example:

      • Old Pending: A pending item for "Southern Wine and Spirits" with only past months older than 30 days will be automatically closed. If no order was received during those months, it will be marked as "Lost"; if an order was received, it will be marked as "Won."

      • Order Received: For "154th Street Medical Plaza," if a pending amount of $2,500 is recorded for October and an order of $2,500 or more is received, the pending is marked as "Won." If an order of $2,400 is received, the pending remains active with an adjusted amount of $100.