Work the current stage
The Compliance completion date is read-only here. Confirm attendance through the
verified kickoff call controls; use Sync completion date when the recorded attendance
and CRM date need reconciliation.
Simple outcomes expose Verify complete on their row; open the row only for evidence
and instructions. Completed outcomes expose Reopen step inside their completed group.
Completed setup outcomes
stay in a compact disclosure. All requirements reveals earlier and future CRM fields;
it never changes the client’s stage. Show current stage returns to the focused view.
If the CRM stage changes while a draft is open, finish or discard the draft before the
workspace follows the new stage.
View full client and the expand arrow add space while preserving the current stage,
selected view, open editors and drafts. Collapsing preserves the same context.
Distinct checks stay distinct
CRM checkboxes save with Save. Task verification, partner-page changes, shared updates, identity and appointment changes use their own controls. A verified account outcome does not automatically check an unrelated CRM acknowledgment. Slack Joined, private-channel access and the Operator’s Slack acknowledgment are separate facts. Training acknowledgment and Skool Joined are also separate. A completed setup checklist is not approval to go Live. The Partner application page task groups its CRM connection checkbox and its page verification. Its summary reports both states. Changing the CRM checkbox uses Save; it never verifies the page. URL edits and page verification still use the task’s actions. You can change the checkbox back before saving while keeping other CRM edits. Save or discard those edits before verifying the page or changing another setup task. Slack support workspace shows access to My Funding Machine Support. Operators join with their onboarding email and free Slack accounts. Use its explicit refresh, pause/resume or reviewed reconnect controls when needed. Expand Review or edit channel in Compliance to adopt an existing private channel before automatic setup reserves one. Reserved channels cannot be replaced or cleared there. See Slack workspace setup.Calls, notes and exceptions
- Current call shows the relevant kickoff or FM booking. Attendance and appointment management are adjacent. Choose Showed or No show only after confirming what happened; attendance is unavailable before the call starts. FM2 Not needed remains a staff waiver, with its existing reverse action.
- All calls & notes shows call history, manual technical dates, contact details, tasks and notes. Appointment assignments, search period and overrides are in Troubleshooting.
- Add a note opens a private staff note saved to this client’s CRM contact. It is separate from Edit shared team update, which is visible to the Operator and records the next action, responsible party and optional review date. Clearing that update does not clear CRM Missing Info or complete a task.
- Next action names the first unmet stage requirement, explains what is wrong and links to its fix. Stage review lists every requirement the same way.
- Actions opens Change owner, Hold / resume or Review stage. Opening a control never performs its action.
- Mapping problems, holds, Missing Info, canceled or unconfigured identity, reopened identity and uncertain saves remain visible across stages. Optional phone/texting stays collapsed unless a purchase needs review. Recovery keeps the existing evidence, wait and reconciliation requirements.
- Edit follow-up opens the relevant hold or Missing Info field, including configured multiple-choice fields. It does not change the Operator-visible shared team update.