We’re making a change to simplify the way agencies manage conversations with potential clients on Sortlist: the Meetings tab will no longer be available.
This update gives you more freedom to manage client interactions with the tools and processes that work best for your agency.
What happens to my existing meetings?
Nothing will be lost.
All meetings that previously appeared in the Meetings tab were already part of your personal or professional calendar. This means your existing meetings remain available in the calendar tool you use, such as Google Calendar, Outlook, or another calendar platform.
The only change is that Sortlist will no longer display these meetings in a dedicated Meetings tab.
Why are we removing the Meetings tab?
We want agencies to manage client interactions using their preferred tools, instead of centralizing meetings inside Sortlist.
Every agency has its own way of handling sales, follow-ups, scheduling, and client communication. By removing the Meetings tab, we’re giving you more flexibility to use the workflow that best fits your team.
Can I still schedule meetings with clients?
Yes. You can continue to schedule meetings directly with clients using the tools you already use.
You can also use integrations to connect Sortlist with your preferred tools, so you can book and manage meetings in the way that works best for your agency.
Does this affect my existing meetings?
No.
Your existing meetings are not deleted or cancelled. Since they were already part of your personal or professional calendar, you can still find and manage them there.
Need help adapting your workflow?
If you were using the Meetings tab and need help adjusting your process, our team can guide you through the available options so you can continue booking and managing meetings with your preferred tools.