> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the Partner Directory

> Read the account-level partner totals, then search, filter by status or campaign, sort by earnings, and open any partner's record.

# Use the Partner Directory

The Partners workspace is your daily view of the program: four account totals on top, then a table you can search, filter, and sort.

<Steps>
  <Step title="1. Read the account totals">
    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-directory/step-01.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=2486a737c6f2e6b8a4087eb8c8fa1904" alt="Partner totals for partners, applicants and clients, lifetime commissions, and pending payout" width="2496" height="278" data-path="images/partners-directory/step-01.jpg" />
    </Frame>

    * **Partners** — total, split into active and pending.
    * **Applicants & clients** — referred contacts with at least one commission.
    * **Lifetime commissions** — everything earned, all time.
    * **Pending payout** — earned but not yet paid.

    A trailing `+` (e.g. `5+`) means more partners are unloaded — click **Load more partners** and the totals recalculate.
  </Step>

  <Step title="2. Search">
    Type into **Search name, email, or ID**; the table filters as you type.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-directory/step-02.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=8c16d9afa821137ddf492813c3d05261" alt="Searching the partner table by name" width="2880" height="1880" data-path="images/partners-directory/step-02.jpg" />
    </Frame>
  </Step>

  <Step title="3. Filter by status">
    **Active**, **Inactive**, or **Pending** — each with its own count. Status comes from your CRM; **Pending** usually means signed up but not yet approved or enrolled.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-directory/step-03.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=4b67ff1a6255b87ccea0d38a5a17f509" alt="Filtering the partner table to pending partners" width="2880" height="1880" data-path="images/partners-directory/step-03.jpg" />
    </Frame>
  </Step>

  <Step title="4. Filter by campaign">
    Useful once you run more than one campaign.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-directory/step-04.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=0567e5482ee215391382023c14378f58" alt="Choosing a campaign from the campaign filter dropdown" width="2880" height="1880" data-path="images/partners-directory/step-04.jpg" />
    </Frame>
  </Step>

  <Step title="5. Sort">
    Click **Partner**, **Referred**, **Lifetime**, **Pending**, or **Last activity**; click again to reverse. **Lifetime** descending is the default, so top earners lead.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-directory/step-06.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=081209a997481a3d810d6c9b5ba51186" alt="Sorting the partner table by lifetime commissions" width="2492" height="672" data-path="images/partners-directory/step-06.jpg" />
    </Frame>
  </Step>

  <Step title="6. Open a partner">
    Click any row to open the [partner record](/operators/partners/partner-record).

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-directory/step-05.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=4f4cf90d1948779a3e58ab16657eeabf" alt="Clicking a partner row to open their record" width="2492" height="672" data-path="images/partners-directory/step-05.jpg" />
    </Frame>
  </Step>
</Steps>

## Reading a row

| Column            | Meaning                                                       |
| ----------------- | ------------------------------------------------------------- |
| **Partner**       | Name and email from your CRM.                                 |
| **Status**        | Active, Inactive, or Pending, as set in your CRM.             |
| **Campaigns**     | Campaigns the partner is enrolled in.                         |
| **Referred**      | Referred contacts with at least one commission.               |
| **Lifetime**      | All commissions ever recorded, paid and pending.              |
| **Pending**       | Owed but not yet paid. A dash means nothing outstanding.      |
| **Last activity** | Most recent commission date. A dash means no commissions yet. |

## Tips

* A partner with 0 referred and \$0 lifetime is usually new — confirm they are enrolled in a campaign.
* Filters stack. If the table looks empty, click **Clear search & filters**.
* Sorting only orders loaded rows; with a `+` on the counts, load the rest before treating a sort as a ranking.
