A pending deal is not yet delivered to the customer or finalized in TRONIX. Each time you enter information in TRONIX and click Continue (or if you click Save as Pending Deal) your deal is saved and placed into the Pending Deals list. It remains here until you deliver the paperwork to the customer and then finalize the deal.
1. To find pending deals, select Deals > Pending Deals from the left navigation menu:
2. In Pending Deals, you have two options:
Item | Description |
Continue | Click this button to continue with the deal creation by accessing the New Deal or Quick Quote entry. |
Delete | Click this button to delete a pending deal. Confirm your decision by clicking Yes. Use caution when deleting a deal. This removes the deal completely from TRONIX. |