> ## 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.

# Partners Troubleshooting & FAQ

> Fix common Partners page problems: a missing Partners tab, an empty partner list, referrals that never appear, stale totals, and unavailable links.

# Partners Troubleshooting & FAQ

Start with **Setup & health** on the Partners page — it reports the last sync, cached data, and whether commissions carry the link that makes referrals appear, which covers most of what goes wrong. The general pattern: correct the source record in your CRM, then click **Refresh from CRM**.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/mnSMPAlPg8WAz1CU/images/partners-getting-started/step-04.jpg?fit=max&auto=format&n=mnSMPAlPg8WAz1CU&q=85&s=a034e31a909ffc429208ee10dac495b4" alt="Health checks listing sync, cache, linking, and reporting" width="2880" height="1800" data-path="images/partners-getting-started/step-04.jpg" />
</Frame>

## Quick reference

| Symptom                                  | Likely cause                                               | Fix                                                                 |
| ---------------------------------------- | ---------------------------------------------------------- | ------------------------------------------------------------------- |
| No **Partners** tab in the navigation    | Not enabled for your account                               | Contact support                                                     |
| "No partners synced yet"                 | Nothing has synced from your CRM                           | **Refresh from CRM**; if still empty, contact support               |
| "No partners yet", no totals or filters  | No campaign has synced                                     | Work through [Getting started](/operators/partners/getting-started) |
| Commissions but no applicants or clients | Commissions not linked to contacts                         | Check **Setup & health → Health → Lead linking**                    |
| A referred contact is missing            | No commission recorded yet                                 | Record the commission in your CRM, refresh                          |
| Totals look out of date                  | Sync runs about hourly                                     | **Refresh from CRM**                                                |
| "No partners match"                      | Search and filters still applied                           | **Clear search & filters**                                          |
| Referral link or embed unavailable       | **Automate partner signup** incomplete, or code not synced | See [Referral links](/operators/partners/referral-links)            |
| Sub-affiliate signup link never works    | Campaign has only one tier                                 | Add a second tier (see below)                                       |
| Reports not arriving                     | No schedule applies, or wrong recipient                    | See [Partner reports](/operators/partners/partner-reports)          |
| Enrollment fails or is greyed out        | Workflow or contact link problem                           | See [Enroll a Partner](/operators/partners/enroll-a-partner)        |

## A partner's referrals are missing

The most common report, and usually not a bug:

1. Confirm the lead used the partner's attributed link or form, and the CRM recorded the attribution.
2. Confirm a commission exists in Affiliate Manager. **A referred contact appears only after their first commission record exists** — even if the contact is already in your pipeline. Notes mentioning a partner don't count.
3. **Refresh from CRM**.
4. If **Lead linking** says no cached commission carries a referred contact ID, the problem is account-wide — contact support with your account name and one example partner.

## Other common issues

**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**.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/mnSMPAlPg8WAz1CU/images/partners-troubleshooting/step-01.jpg?fit=max&auto=format&n=mnSMPAlPg8WAz1CU&q=85&s=a501bf7ed997480ba38ce3614a1b7be3" alt="Empty partner table with a Clear search and filters button" width="2880" height="1800" data-path="images/partners-troubleshooting/step-01.jpg" />
</Frame>

**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.

**Sub-affiliate signup link never works.** 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.

## FAQ

<AccordionGroup>
  <Accordion title="Can my referral partners log in to Partners?">
    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.
  </Accordion>

  <Accordion title="How do I add a new partner?">
    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.
  </Accordion>

  <Accordion title="How do I remove, deactivate, or pay a partner?">
    In your CRM's Affiliate Manager. This page shows paid and pending amounts but does not move money or change statuses.
  </Accordion>

  <Accordion title="How often does data refresh?">
    Roughly hourly, plus whenever anyone clicks **Refresh from CRM**. The collapsed **Setup & health** row shows the last-synced time.
  </Accordion>

  <Accordion title="Why do some numbers end in a “+”?">
    Partners load in batches and per-partner detail shows the first 100 linked contacts, so a `+` marks a floor. Click **Load more partners** to keep loading.
  </Accordion>

  <Accordion title="Are the amounts dollars or cents?">
    Whole dollars, exactly as your CRM reports them.
  </Accordion>

  <Accordion title="Why can't I see the reporting or enrollment controls?">
    They are admin-only: reporting defaults, the **Settings** tab, **Send report**, and the referral-link override.
  </Accordion>
</AccordionGroup>

## Still stuck?

Email [support@myfundingmachine.com](mailto: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, a screenshot, and what **Setup & health** reports.

<Warning>
  Never include passwords, API keys, payment details, or unredacted client information.
</Warning>
