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How to: Move New Business Into Pending
Sales > Managing Agreements > Managing New Business > How to: Move New Business Into Pending

When you are happy with your new agreement you can Pass it For Action and change its state to be pending. 

  1. Choose Options
  2. Pick Pass for Action from the dropdown menu
  3. If the agreement has not yet been signed a prompt will ask if a signed copy has been received back. If you click No a task will be added for the agreement to remind you to chase the unsigned agreement in 7 days time
  4. The status of the agreement is now changed to Pending  and the pending agreement screen is shown with your agreement loaded