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Open Prospecting from the left navigation in your CRM location. Home no longer shows an FM admin view screen or asks admins and agency owners to switch to the admin dashboard. When your session has access to an active partner workspace, Home shows today’s action queue, drip and allocation counts, and recent leads. Open Leads to work the inbox. If no partner record is available to your session, the existing onboarding screen appears. Partner access and subscription requirements still apply.

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Funding Machine staff in a partner location

When a Funding Machine team member opens Prospecting from a partner’s CRM sub-account, Home shows that partner’s workspace with a notice that they are viewing it as staff. This is a read view of the queue, drip and allocation counts, and leads for that one location. The team member is not added to the partner record, and the partner’s account settings, billing, and onboarding cannot be changed from this view. Opening a different sub-account shows only that sub-account’s partner. See the Partner Prospecting Workflow for the daily workflow.