Broker Workspace · Requests
Understanding Request Statuses
What New, Collecting and Offer Draft mean, and what happens after an offer is shared.
Request statuses show where a client enquiry currently is in your workflow. They help you quickly understand what has already happened and what should happen next.
A Request can move through the following stages:
New
A new client enquiry that has not yet been worked on.
Use this stage when you have received the request but have not started collecting suitable yacht options yet.
Typical next step: review the client’s requirements and start looking for suitable yachts.
Collecting
You are actively working on the request and collecting yacht options for the client.
At this stage, you may add yachts from My Yachts or Network Yachts, compare alternatives and gather the information needed to prepare an offer.
Typical next step: select the most relevant options and start building an offer.
Offer Draft
An offer has been started but has not yet been shared with the client.
You can still adjust yacht options, pricing and other offer details before sending it.
Typical next step: review the offer and share it with the client.
What happens after the offer is shared?
Once an offer is shared, the client enquiry moves beyond the initial Request workflow and into the offering stage.
From there, DinghyFleet tracks what happens with the offer — for example, whether the client selects an option and whether the process continues into a Booking.
Request statuses at a glance
New → the enquiry has arrived
Collecting → you are finding yacht options
Offer Draft → you are preparing the offer
The status gives you a simple indication of where each enquiry currently stands, so you can quickly decide which requests need your attention.