Navigating the Sortlist dashboard
Guide in navigating through your client dashboard
Updated over a week ago

Once you have chosen a password, you should be able to access your personal dashboard. From this page, you will be able to view and continue working on your previously submitted project, you just need to click the "Continue" button on the project you want to work on.

  • Browse through your list

Now you can start browsing through your tailor-made list of agencies. You can check how relevant they are for your needs, compare their team size, previous works, portfolio and reviews through the detailed preview for each agency.

You can even expand each one to see further details by clicking on the arrow below them.

Agency badges can also be used to guide you in selecting the agencies. We suggest you have a look at the following badges...

  • Best Match badge

  • Validated badge

  • Certified Member badge

You can also see the briefing status for each agency. "Briefing Sent" means that it was already sent to the agency for review. "Briefing Accepted" indicates that the agency is interested to work on your project.

  • Briefing Sent

  • Briefing Accepted

  • Check the agency profile

If you want to learn more about a specific agency, you can click on its name and you should be able to browse through their profile.

  • Select your favorites agencies and send them a message

You also have the power to build your own shortlist by clicking on the "Favorite💙" button found inside the agency profile and also from the full list.

.... you can even directly 💬 chat with the agencies by clicking the "Ask for a Quote" button, also found inside the agency profile and also from the full list.

Shortlisted agencies will appear on top under "Your list".

  • Update/Edit your briefing with more details

If you feel the need to update the briefing you can do so by going to the "Briefing" tab and clicking the "Edit" button. Don't foget to click "Save" once done editing.

  • Sortlist Search

In case you want to take full control of your list and search for relevant agencies on your own, you can use our "Sortlist Search". You just need to type the keywords in the search field and use the filters in the location, budget, and language fields. You can then browse through the list, view the agency's profile and click the "Add to project" button. If you want to know more about the Sortlist Search, please click here.

  • Invite collaborators

Your list can also be shared with your colleagues involved in this project. You just need to enter the First and Last Name, the email address and simply click the "Send Invitation" button.

From the full list, you can archive the agencies you are not interested in by clicking the "X".

  • Cancel the project

Should you decide not to pursue with the project, you can delete it through the "Cancel my project" button, after informing the agencies that contacted you about your decision.

  • Select an agency to work with

Then finally, Once you have made a decision, we kindly ask you to click the "Select as Winner" button.

Did this answer your question?