Agencies

Help Center for Agencies: Tips, Best practices, 'How to' and FAQ

Andrea Balducci avatar Macarena Vayá avatar Robin Rampaer avatar +4
53 articles in this collection
Written by Andrea Balducci, Macarena Vayá, Robin Rampaer and 4 others
Getting Started (how it works, update your profile, ...)

5 Best Practices for your Agency Profile on Sortlist

Follow this 5 tips to rank better on Sortlist researches.
Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

The Ultimate Guide to Get More Relevant Opportunities

This Guide explains to you how you can optimize your profile to improve your opportunity experience.
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

Why and how to validate your offices

How to use your Google Business Profile to validate your offices and appear on the right directories
Robin Rampaer avatar
Written by Robin Rampaer
Updated over a week ago

Why should I complete my profile with my previous works, contact info, reviews,...?

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to get reviews from your clients

Grab your prospects' attention with your clients recommendations!
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

How do I invite a team member in Sortlist?

Discover the steps to set your colleagues as managers and let them edit your agency profile & manage the opportunities you receive.
Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to add new works on your profile - Best practices and step by step guide

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to edit my billing account?

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to change the name of my agency?

Got a new branding? Change as many times as you need the name of your agency in your Profile!
Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

I can't log in or reset my password

Follow these steps to access again your Sortlist agency profile.
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

Understanding and improving your Profile Quality Index

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

Getting started with CRM integration

How to automatically send my Sortlist opportunities to my CRM?
Robin Rampaer avatar
Written by Robin Rampaer
Updated over a week ago
All you need to know about Sortlist +

Unlock the latest innovations: upgrade your plan to Sortlist+

With Sortlist+ you will fully experience the benefits of flexibility, and control and take advantage of all that Sortlist has to offer.
Macarena Vayá avatar
Written by Macarena Vayá
Updated over a week ago

Maximizing your B2B Opportunity-to-Sale Journey with Sortlist: A Guide to Understanding Cost per opportunity and Conversion Rates

Learn how Sortlist can help with the opportunity-to-sale journey in the B2B services industry. Risk-free approach offered.
Andrea Balducci avatar
Written by Andrea Balducci
Updated this week

How much does an opportunity cost ?

Understand how much opportunities cost based on their characteristics
Robin Rampaer avatar
Written by Robin Rampaer
Updated over a week ago

Why invest in Sortlist rather than in Google Ads?

The Sortlist Visibility module help you to get a better return on investment with less effort
Robin Rampaer avatar
Written by Robin Rampaer
Updated over a week ago

Sortlist+ all you need to know

About Sortlist+ the Sortlist membership programme that gives access to exclusive benefits, opportunity generation and visibility gains
Marcella Rosenberg avatar
Written by Marcella Rosenberg
Updated over a week ago

Sortlist+ Opportunity Module

About the Sortlist module that sends you relevant business opportunities directly to your dashboard.
Macarena Vayá avatar
Written by Macarena Vayá
Updated over a week ago

Sortlist+ Visibility Module

All about the Sortlist module that makes your agency more visible in directories and search results.
Macarena Vayá avatar
Written by Macarena Vayá
Updated over a week ago

Sortlist's Dynamic Ranking

All you need to know about what influences your position in our directories.
Macarena Vayá avatar
Written by Macarena Vayá
Updated over a week ago