The Opportunities Pending tab helps you manage all pending appointments and tasks for this Opportunity.
To add a new task or appointment to this Opportunity, click the New button at the bottom of the Pending tab window.
Opportunity Pending tab
Clicking the New button will open a menu that allows you to create a new task or appointment. The menu also allows you to create activities from a template, which can help you to speed-up activities creation for common activities. You can read more about this in the Activity Templates user guide.
After entering an activity, it will be displayed in a list in this tab and it will be linked to this Opportunity. In this list you can see the date and time of the activity, a brief description, and the employee who is assigned to this activity.
Should the opportunity be won, you may wish to charge the customer for some of the tasks or appointments performed for this sales Opportunity. This can be done before you set the activity as Done by right-clicking the task or appointment and selecting the “Charge Appointment” or “Charge Task” option. This way you can track all the work performed during the sales process and charge the customer only if you win the sale. If the activity was already removed from the Pending tab, you can charge for it from the History Tab.
When the activity is done, you can set it as Done by selecting the activity in the list and clicking on the Done button at the bottom part of the tab. You may also mark is as Done from the Tasks/Appointment window. Marking an activity as Done will remove it from this tab. This way you can easily track whether there are any outstanding activities for this sales opportunity.