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An offer is a stage. Move the application to Offer when the client makes one, and Flo helps you close it.

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Steps

  1. Move the application to Offer, from the Pipeline or the application page. Or approve the move Flo proposes after the final round, as it did for Vũ Thị Hồng Nhung after her CFO interview.
  2. Flo proposes a task, “Confirm start date and fee: <candidate> at <company>”, from the Rule Offer: confirm start date and fee. Approve it in Tasks › To review.
  3. When the candidate accepts, select Offer accepted on the application. It moves to Placed and opens Create placement.
Vũ Thị Hồng Nhung's application on Finance Controller, owned by John, at the Final round

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What happens next

  • Create placement asks for the start date, the guarantee, the agreed salary, the fee, the invoice terms and the billing contact. Nothing is created until you confirm. See How to manage a placement.
  • When you log a call where the candidate gives a start date, the Rule Offer accepted: move to Placed proposes the move for you.

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Troubleshooting

  • The candidate declines. Set Closed reason to Offer declined.
  • No Offer accepted button. You can’t edit this application. Ask its consultant, the Job’s owner or an Admin.