Manage contacts and companies
Every offer in Flino is linked to a contact and usually to a company. You can maintain both centrally and view their detail pages to see what is attached.
Where to find them
Section titled “Where to find them”- Contacts in the navigation → list of all contacts with search/filters
- Companies → list of all companies
- Clicking an entry opens its detail page with every linked offer
Contacts
Section titled “Contacts”What a contact contains
Section titled “What a contact contains”- First name and last name (required)
- Email address (optional, but required to send)
- Salutation (Mr / Ms / Neutral / Not specified)
Tip: Setting a salutation is worth it because Flino uses it for the greeting line in emails. Without one, Flino opens the Salutation missing dialog before sending.
Create a contact
Section titled “Create a contact”Three paths:
- Inline from the offer form via New contact
- From the offer-import review dialog during PDF import
- On the Contacts page as a standalone entry
Edit a contact
Section titled “Edit a contact”On the detail page you can change every field. Toast “Contact updated”.
Companies
Section titled “Companies”What a company contains
Section titled “What a company contains”- Company name (required)
- More fields, depending on the detail form
Create a company
Section titled “Create a company”- Inline from the offer form via + New company
- On the Companies page as a standalone entry
Company → contacts
Section titled “Company → contacts”The company detail page lists every contact belonging to that company. Useful for accounts with multiple stakeholders.
What Flino does with master data
Section titled “What Flino does with master data”- During AI extraction (PDF upload), Flino recognises companies and contacts and tries to reuse existing entries instead of creating duplicates.
- During sequence sending and reply composing, the master data is used as the personalisation base.
- On the acceptance page and in email signatures, the stored data appears.
Empty state
Section titled “Empty state”If you have no contacts or companies yet, Flino shows hints with create buttons.
What master data is not
Section titled “What master data is not”Flino is not a full CRM. There are no lead phases, no account management, no activity history across all offers on a company. Master data exists to attach offers cleanly — not to run cross-customer sales analytics.
Common error cases
Section titled “Common error cases”| Problem | Fix |
|---|---|
| Contact duplicate after PDF import | Check whether the email in the PDF matches the existing contact — Flino dedupes by email address |
| ”Please enter a valid email address” | Check the email format ([email protected]) |
| Send badge “Sending not possible” | Contact has no email — add one on the detail page |