How to Remove or Close a Pending

What 

This guide outlines the steps to update the status of a pending item in ShareBuilder CRM, effectively removing it from your active sales funnel.

Why 

Regularly updating the status of pending items ensures that your sales funnel accurately reflects current opportunities. This practice helps in maintaining clear sales forecasts and prevents outdated or irrelevant data from cluttering your workflow.

How

  1. Access the Pending List:

    • Navigate to the Pending section in the main menu.
    • Scroll through the list to locate the specific pending item you wish to update.
  2. Update the Status:

    • Click on the pending item's name to open its details.
    • Locate the Status dropdown menu.
    • Select the appropriate status:
      • Won: Choose this if an order has been received, regardless of whether the order amount matches the pending amount.
      • Lost: Select this if the order was not received, the client canceled the budget, or similar circumstances.
      • Error/Not Submitting: Use this if the pending was entered by mistake, is a duplicate, or is tied to an avail that you won't be submitting for (applicable if Avails are enabled for your stations).
  3. Save Changes:

    • After selecting the appropriate status, click Save at the bottom of the page to apply the changes.