Sortlist

This is a step by step guide to lead you in the right direction to proceed with an opportunity.

How to proceed with an opportunity?

How and why to customize your applications with works and reviews?

In this article, you'll learn how and when the contact details of a client are displayed on an opportunity you've applied to.

How and when are you able to see the contact details of an opportunity?

How to know when to contact a client?

How to put a project on won?

Why prospects’ contact details are now disclosed at the time of your meeting

Learn how to request a credit refund for an opportunity.

How to request an opportunity credit refund?

In this article you will learn about the conditions under which a Sortlist's opportunity might be eligible for a refund.

Sortlist Opportunity Refund Policy

Tancrède d'Aspremont Lynden

Macarena Vayá

Kevin Boyer

Apply to opportunities, follow them through, mark projects as won, and handle credit refunds.

Applying and winning

List my agency

Launch a project on Sortlist

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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