One Activity updates all account pending

Any activity linked to an account will update all the pending linked to that account.

The Simple Version

When creating, syncing, or importing activities in ShareBuilder CRM, any activity linked to an account will update all the pending you have for that account.

For example, if you have a pending for an annual and an upcoming event, any activity on that account will be the next step activity for both pendings. 

A few more details

This applies to all team members in ShareBuilder CRM. If a manager adds an activity to an account on your list, that will update all the pending for that account. If your team is using shared accounts, anyone you share your account with that adds an activity will update all the pending for that account. 

When looking at pending activity dates throughout ShareBuilder CRM, it reflects the latest activity date for the account, not the pending. This is because all activity for the account updates the pending for that account.

For example, on the Pending List page, the activity date reflects the latest activity on the account (past or future).