Mahari McTier asked us, “I sent a referral funnel to clients… where do i find the referrals they send me. Where does the optin go?”

“The referrals are created as new contacts. You should also connect a workflow to the funnel so that you’re notified as soon as you get a new submission 🙂

Tagged in:

,

About the Author

Agent CRM Team

Content Creator

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.

View All Articles