Kirstin Elaine MArtin asked us, “I just had a great session with Alyssa, what a star! However, I am trying to connect a smart list to the long form funnel kit she fied for me but it does not appear in the list of workflows. Can someone help me with this? I want to send out my first funnel!”

“Are you looking for the funnel itself of the Long Form? If yes, you can find those on the Sites > Funnels tab of the left-hand menu.

I just made a really detailed loom of 7 minutes answering all your questions within your account literally showing you, here is the loom:


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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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