How to Remove/Close a Pending

Take pending dollars out of the sales funnel.

1. Pending can be removed by changing the Status of the pending in question. 

2. On the PENDINGS page, scroll to the pending in question.

3. Using the Status dropdown, choose the Won, Lost, or Error Status. 

 You should ONLY use Error if it is a Duplicate or a mistake has been made.

4. Click Save at the bottom of the page.

An explanation of Pending Statuses: 

  1. Pending = This is an active pending 
  2. Won = If an order has been received (the order amount may or may not match the pending amount) 
  3. Lost = If the order was not received, the client budget was canceled, etc. 
  4. Error/Not Submitting = This is used if a pending was entered by accident, is a duplicate, or if it is tied to an avail that you won't be submitting for. (if Avails are enabled for your stations)