Pending Activity

On the Pending Activity tab of a fundraiser, you track steps not yet complete with a status of Pending. From this tab you can edit the step, mark the step as complete, go to the step, or delete the step. You can also view prospect plans and notes associated with the pending step.

To view details about the step from the Pending Activity tab, select a step in the Pending steps grid. Information about the step appears in the Details section.

To view only steps on which the fundraiser appears as the owner, select Only show steps owned by this fundraiser. If you clear this checkbox, the summary also includes steps on which the fundraiser appears as an additional solicitor.

There is also an Include general interactions checkbox. When the checkbox is marked, the Pending Activity tab shows pending steps as well as other pending interactions owned by the fundraiser.

Note: An exclamation point in a yellow triangle appears next to overdue steps.