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Partners Troubleshooting & FAQ

Start with the symptom below. The general pattern is to verify the partner, campaign, commission, or contact at the source in your CRM, correct it there, then click Refresh from CRM.

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Quick reference

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A partner’s referrals are missing

  1. Open the partner in your CRM’s Affiliate Manager and confirm the contact is listed as their lead or customer in the correct campaign. A note that a partner “sent them” does not establish this relationship.
  2. A CRM-confirmed assignment does not need a commission or referral-code attribution on the contact. A changed referral code does not disconnect a confirmed assignment.
  3. Choose Refresh from CRM and allow the background referral sync to finish. Use Load more referrals on the partner record if more than 100 contacts are linked. Sync delayed means the saved list is retained while the read retries.
  4. If it is still missing, contact support with your account name, one example partner, and the CRM contact tied to the referral or commission.

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Other common issues

Partners shows more affiliates than your CRM. Compare the same account with filters cleared, then choose Refresh from CRM. A complete sync removes old affiliate identities from the directory and removed campaigns from membership labels. If the CRM read fails or cannot finish, the last complete roster is retained. Two distinct current CRM identities are not merged just because they share an email. See How partner sync works. A partner is missing. Confirm they exist as an affiliate (not just a contact) and are enrolled in the expected campaign; then clear filters and search, and refresh. Nothing matches your filters. Search, status, and campaign filters stack — click Clear search & filters.
Empty partner table with a Clear search and filters button
Referral link says “Not synced yet”. Open the affiliate in Affiliate Manager, verify a live campaign and referral link exist, refresh. Still missing? Send the affiliate ID and campaign name to support. The sub-affiliate signup section never appears. Referring new sub-affiliates is a staff-enabled beta. Until it is turned on for your account, the Refer sub-affiliates group on a partner’s Overview — the signup link and its embed — is hidden by design; the partner’s own referral link is unaffected. Contact support to enable it. Sub-affiliate signup link never works. Once the beta is on, these links only work from tier 2 up, and Funding Machine cannot read your campaign’s tiers. In Affiliate Manager, check the campaign’s commission settings show 2 or more tiers (up to 7 supported), add one if not, then re-copy the link. A client is still listed as an applicant. Confirm the contact reached the client pipeline or stage and the opportunity is attached to the correct contact, then refresh. Commission or pending payout total is wrong. Verify the commission’s amount, status, affiliate, campaign, and referred contact in Affiliate Manager, plus whether a payout was recorded. Correct the source and refresh — never create a duplicate commission to fix an accounting difference. A report was not delivered. Verify the recipient email, which schedule applies, and that your CRM email sender is active; check delivery logs and spam. Then send one manually. Duplicates usually mean a custom schedule plus manual sends.

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FAQ

No — it’s internal to your team. Partners get their referral link, sign-up link, and emailed reports; their own performance view is your CRM’s affiliate portal.
Both routes start in your CRM, which owns partner records. Send a sign-up link and let your workflow enroll them, or turn an existing contact into an affiliate with Add → Import from Contacts in Affiliate Manager. The Enroll in campaign control here cannot create partners — it adds an already-synced partner to another campaign.
In your CRM’s Affiliate Manager. This page shows paid and pending amounts but does not move money or change statuses.
Roughly hourly, plus whenever anyone clicks Refresh from CRM.
A + marks a lower bound. Load more directory pages or choose Load more referrals on the partner record. Directory and commission scans can also be bounded. See Referral tracking.
Whole dollars, exactly as your CRM reports them.
They are admin-only: reporting defaults, the Settings tab, Send report, and the referral-link override.

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Still stuck?

Email support@myfundingmachine.com with your account name, the partner name and affiliate ID, the campaign, the exact page and tab, what you expected versus what appeared, and a screenshot.
Never include passwords, API keys, payment details, or unredacted client information.