Best Practices - Pending

What

Pending in ShareBuilder CRM represents the dollar value of potential deals in your pipeline. It’s more than a number—it’s your tool for forecasting, managing pipeline health, and holding yourself accountable. This article outlines five best practices to help you and your team make the most of the Pending feature.

Why

When used effectively, Pending enables you to:

• Build reliable forecasts

• Align with your sales funnel stages

• Track deal progress accurately

• Identify and correct issues early

• Strengthen sales performance and reporting clarity

How