Pipeline — all offers at a glance
The pipeline is your overview of every active offer. Flino sorts them by urgency and shows three things separately in each row: the offer’s status, the customer’s signal and the state of the follow-up.
How to get there
Section titled “How to get there”Click Pipeline in the left navigation.
What you see
Section titled “What you see”The table has six columns.
- Offer: title, with contact, company and amount below. The coloured dot in front of the title shows how completely the offer is prepared (green, yellow or red; the tooltip names what is missing). Hints appear below when relevant, such as Customer reply when a sequence is paused because of a reply, or the deadline (see below).
- Status: one of New, Open, Sent, Negotiating, Won, Lost (meaning below).
- Customer signal: the signal Flino derived from the latest customer reply, e.g. Ready to book, Price objection or Needs clarification. Flino only shows it from 60 % confidence; below that you see No clear signal. An out-of-office reply does not count as a customer signal. The reason for the ranking may appear next to it, e.g. “Ready to book detected”.
- Follow-up: the sequence state with name, step and next date (“step 2 of 4 · next email on …”), a pause with its reason (“Paused: Customer replied”), an end (”… finished on …, no reaction”) or No follow-up. If a pause needs someone to act, for example because the mailbox is not connected, a red hint appears below. For won and lost offers the cell only says Closed: won or Closed: lost.
- Last activity: on top the last outgoing email (e.g. “Sequence email 2, 3 days ago” or “Offer sent, yesterday”), below it the customer’s last reaction (e.g. “Reply, today” or “Sales room opened, 2 days ago”), otherwise No customer activity.
- Actions: see “Actions per row” further down.
Deadline as a hint
Section titled “Deadline as a hint”The Valid until date is not a status but a hint in the Offer column:
- “Expires today” or “Expires tomorrow” (red)
- “Expires in 3 days” for 2 to 5 days (yellow)
- “Deadline passed 4 days ago” (grey), for at most 60 days after expiry. After that the hint disappears.
Won and lost offers get no deadline hint.
Status: what each value means
Section titled “Status: what each value means”| Status | Meaning |
|---|---|
| New | The offer has never been sent. Offers imported through the Zapier or webhook interface arrive like this, as do successors created with Reoffer. |
| Open | The offer is active in the sales process. Preselected when you create an offer by hand or review an import. An offer in status New switches to Open automatically on its first send through Flino. |
| Sent | Set by you. Flino never sets this status itself, not even when sending. |
| Negotiating | Active back-and-forth with the customer. Set by you or through a recommendation (see “Change status”). When a customer reply arrives via Gmail on an offer in status Sent, Flino switches it to Negotiating itself. |
| Won | The offer was accepted, through the acceptance link or by hand. A running or paused sequence is ended. If you set the status by hand, your customer only sees “This offer is no longer available.” via the acceptance link. |
| Lost | The offer was declined or written off, by hand or through the acceptance link. A running or paused sequence is ended. If you set the status by hand, your customer only sees “This offer is no longer available.” via the acceptance link. |
New vs. Open: “New” means never sent. On the first send, Flino switches from New to Open, not to Sent.
You can no longer pick an Expired status in the pipeline, the edit dialog or on the offer page. A passed deadline is a hint in the row (see above). Offers that still carry the status from earlier keep showing the “Expired” badge but count as Sent in the filter. On the offer page their status field shows Sent.
Change status
Section titled “Change status”In the pipeline the status badge is display only. You change the status on the offer page in the Pipeline field (toast “Status updated”).
Directly from the pipeline this works in two cases, through the three-dot menu of a row:
- Set status to “Negotiating” appears when Flino detected Ready to book or Price objection with at least 60 % confidence. The toast offers Undo.
- Mark as lost appears when Flino detected Not interested.
For Lost, Flino always asks for the reason (“Why was the offer lost?”). When you switch to Won or Lost, Flino ends a running or paused sequence.
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.
Sorted by urgency
Section titled “Sorted by urgency”Above the table it says “Sorted by urgency”. Flino puts every offer into one of seven levels:
- The customer replied and the sequence is paused because of it, or Flino detected an order.
- The deadline is today or tomorrow, or has passed (up to 60 days).
- The deadline is 2 to 5 days away.
- The system stopped the sequence and you need to act, e.g. because information is missing or the mailbox is not connected (“Action required”).
- Strong signal: Ready to book or Price objection with at least 70 % confidence.
- Not actively followed up: status Open, Sent or Negotiating, no running sequence, not deliberately paused, and neither an outgoing email nor a customer reaction for more than 7 days.
- Everything else.
Within a level, the higher amount comes first, then the nearer deadline, the more recent customer signal and the newer offer. Rows in levels 1 and 2 have a coloured left border.
Next to the page title Flino shows how many of the visible offers fall into level 6 (e.g. “3 offers without recent activity”). Clicking it sets the status filter to Open, Sent and Negotiating.
Filters
Section titled “Filters”The tabs above the table filter by customer signal: All, Ready to book, Price objection, Not now, Will get back, Needs clarification. The number on each tab counts signals from 60 % confidence.
The Filters area is collapsed. Expanded, it contains:
- Status: New, Open, Sent and Negotiating are preselected. You add Won and Lost here.
- Advanced filters with Customer signal: every signal on its own, plus No clear signal.
- Only offers with a customer signal: shows only offers where the customer replied or signalled interest.
Reset filters appears when no row is left, and in focus mode.
Focus mode
Section titled “Focus mode”The Focus mode button at the top right shows in brackets how many offers currently belong to it. Switched on, it trims the list to at most 10 offers from levels 1 to 6: customer replies, near or just-passed deadlines, stopped sequences, strong signals and offers that are not actively followed up. Won and lost offers are never included.
- Focus mode works on the filters and the tab you chose before. Both are locked while it is on. Flino shows which ones apply under “Active filters:”, with Reset filters next to them.
- Each row names the reason it is in focus, e.g. “Expires in 3 days”.
- Done moves an offer to the end of the list, Undo brings it back. This only applies in the current browser tab until you close it.
- Once every offer is done, you see “All key items handled for today. Great work!”.
Actions per row
Section titled “Actions per row”- Follow up opens the offer with the reply composer. If the sequence is paused because of a customer reply, the button is called Reply.
- The arrow left of the buttons expands the History: every follow-up run of the offer with its period, the step it reached, how often it was resumed and how it ended (running, paused, finished, stopped, sequence changed).
- In the three-dot menu:
- Generate AI suggestion derives a status suggestion from the latest customer signal. It then appears in the same menu, e.g. “Suggestion: Negotiating (80%)”.
- Set status to “…” and Mark as lost (see “Change status”).
- Pause follow-up sequence or Resume follow-up sequence. After pausing, the toast offers Undo.
- Clicking the row opens the offer page.
When the list is empty
Section titled “When the list is empty”- Without any offers you see “No offers yet”.
- If the filters exclude everything: “No offers match the filters.”, with Reset filters below.
- If Only offers with a customer signal is on and nothing matches: “No offers with a customer signal found.” with → Show all offers.
- If the offers could not be loaded, the page says so explicitly (“The offers could not be loaded.”) and offers Reload. If only some details are missing, it says “Some details are missing.” and names the missing parts.
What the pipeline does not show
Section titled “What the pipeline does not show”Won and lost offers are not part of the preselected status filter, so you can focus on open deals. You add them under Filters → Status.