Matrix Support

When I am in the Deal Management Screen, Why Isn't My Pending Showing Up in the Pending Column?

If you have an “open” Deal on the Account and the pending is not showing, then the “Status” of your Deal is not set to “Open – Pending”.  If you click on the Edit button for the Deal, check the “Status” of the Deal and make sure that it is set to “Open – Pending”.  If is set to any of the other statuses, then the Pending dollars will not be shown.

If the Deal’s Status is set to Open – Proposed, any pending that you have entered on the Deal will not show in the Bird’s Eye View or on various reports.

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