June 2026: Sales Collection - More flexible chase status options
Sales Collection workflows can now better reflect the way teams actually follow up with tenants.
What it is and why this matters
Sales Collection now supports more flexible chase status options, making it easier for teams to track follow-up activity in a way that aligns with their operational workflow.
This matters because clearer statuses help teams record progress more quickly, improve visibility when reviewing outstanding submissions, and create a more consistent chasing process across the portfolio.
When to use this
Use this when:
-
managing sales collection follow-up activity
-
reviewing which tenants still need action
-
standardising how chase activity is recorded
-
improving clarity for teams working across multiple stores or centres
How It Works (High-Level)
Status options used in the sales chasing workflow can now be configured to better match real follow-up outcomes. These statuses are then reflected across the chase experience, helping users record and review activity more clearly.
The aim is to make the workflow more intuitive and more aligned to day-to-day operational use.
Best practice tips
Keep status options simple and clearly distinct from one another.
Use wording that reflects real actions your teams take, such as contact attempts or reasons for delay.
Avoid creating too many overlapping statuses, as that can reduce reporting clarity.
Review status usage regularly to make sure teams are applying them consistently.
Align internal guidance and reporting with the updated status set so everyone interprets them the same way.