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What remains on Onboarding & Setup shows your required setup progress. Your onboarding team also completes a few checks of its own, such as verifying your partner application page. Those are not counted here; until they are done, setup shows With your team. Expand View remaining steps by owner for your actions, team work, and provider processing. Identity verification counts when enabled; phone setup and texting approval remain separate. The automatic website check uses the website in your CRM Location’s business settings; add or correct it there, then refresh onboarding. Your actions are complete means the remaining work is with your team or a provider. It does not mean your account is Live. Required setup complete means the required outcomes are confirmed and the shared blocker has been resolved. Your team still checks the remaining CRM stage requirements and approves going Live. Your team can publish one shared blocker explaining what needs to happen next:
  • Waiting on you: your next action is needed.
  • With your team: Funding Machine is handling the next action.
  • Waiting on provider: an external provider needs to act.
The optional Team review date is when the team plans to review progress, not a promised completion date. If no date is recorded, the page says so. Continue other available setup while you wait. Clearing this update does not complete any required step; reopened checks still need to be finished. Ask your onboarding team to correct an unclear or outdated update. Internal CRM notes are not automatically published here.