Pipeline — all offers at a glance
The pipeline is your overview of every active offer. You see at a glance what status each one has, where Flino has a recommendation, and where you should look next.
How to get there
Section titled “How to get there”Click Pipeline in the left navigation.
What you see
Section titled “What you see”For each offer, the pipeline shows:
- Title
- Company + contact (if set)
- Amount
- Status badge — one of: New, Open, Sent, Negotiating, Won, Lost, Expired (see status order below)
- Intent badge if Flino derived a signal from a reply (e.g. Ready to book, Price objection)
- Next email — the time of the next planned follow-up email if a sequence is active
- Data quality indicator — green/yellow/red depending on how complete your offer is
Status — what each value means
Section titled “Status — what each value means”| Status | Meaning |
|---|---|
| New | The offer exists but has never been sent. Default after manual creation. |
| Open | The offer is active in the sales process — typically after import (e.g. via webhook) or set to “Open” manually. |
| Sent | The first email has gone out. Set automatically on the first send — replaces “New”. |
| Negotiating | Active back-and-forth with the customer. Set manually. |
| Won | The offer was accepted — either through the acceptance link or manually. Active sequences are ended automatically. |
| Lost | The offer was declined or written off — manually or via the acceptance link. Active sequences are ended. |
| Expired | Set manually. There is no automatic trigger that flips an offer to “Expired” when it reaches its valid until date. The acceptance page does block expired offers (read-time check), but the pipeline status is not written back. |
New vs. Open: “New” is a draft before any send, “Open” is an active sales process. On the first send, Flino does not switch to “Open” — it switches directly to “Sent”.
Change status directly
Section titled “Change status directly”- Click the status badge of an offer.
- Pick the new status from the dropdown.
- Toast “Status changed to ‘[label]’.”
When you switch to Won or Lost, Flino ends any active sequence automatically.
A status change alone does not send an email — Flino only records the new state. If you want to send a confirmation, do it actively from the reply composer.
Filters
Section titled “Filters”In the filter area you can filter by status and intent. Click Reset filters to remove all filters.
Focus mode
Section titled “Focus mode”Focus mode trims the list down to offers that really need your attention — for example:
- offers with a customer reply
- offers with a clear customer signal
- offers about to expire
Toggle it in the page header.
Recommendations / next steps
Section titled “Recommendations / next steps”For each offer, Flino shows what is recommended next — e.g. “Suggest a meeting” for a Ready-to-book intent or “Reply” for an incoming response. Clicking the offer opens the detail page with the action buttons.
Empty state
Section titled “Empty state”While you have no offers, you see a hint asking you to create one. Clicking it opens Create offer.
If filters are active and nothing matches: “No offers match the filters.” — Reset filters clears it.
What the pipeline does not show
Section titled “What the pipeline does not show”Some statuses are intentionally hidden from the active pipeline so you can focus on open deals — completed offers (Won, Lost, Expired) are still findable via filters but are not in the default focus.