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The Onboarding entry in the Funding Machine Operations account opens the queue without the extra Admin sidebar, account switcher or global search. It uses the signed-in agency and Operations Location. Other agency sessions and Locations retain the full Admin menu. The CRM navigation remains outside the page. Operations Location admins also receive onboarding-only staff access, without the general Admin console. Select a client for the current-stage workspace. Current stage combines the relevant CRM fields with inline setup tasks. Calls & notes adds call history and private context. View full client changes the layout without selecting another stage or resetting an editor. Earlier and future fields remain available through All requirements. Technical mapping, call assignments and recovery are under Troubleshooting. Each editable fact has one editor in this workspace. The compact header and footer leave room for current-stage checks. Known account links stay out of the focused view unless they need review; All requirements exposes them. Simple setup verification stays on the task row, with supporting evidence behind its disclosure. For an unlinked account, enter Customer’s SaaS Location ID directly beneath Next action and select Check account links. The guarded linker checks the subscription and existing Operations opportunity, then refreshes the client. Remaining stage requirements still apply; entering an ID alone does not complete onboarding. Unsaved IDs use the same discard guard as other drafts. In Compliance, KYC Verified and Review identity appear first, followed by the larger checklist labels. The onboarding booking card opens a prefilled calendar or email draft for the selected contact. Brief hints stay beside inputs; the Slack channel’s reserved-state guidance is available under Channel already reserved?. The Location detail page retains the same account task, identity, phone, appointment, shared-update and troubleshooting controls as a fallback. Queue attendance and CRM stage review remain in Admin → Onboarding. No account data appears under an unverified client mapping; repair that mapping before reviewing the linked account’s work.

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Saving and safe handoff

CRM checklist changes, setup commands, identity, appointments and notes save independently. Use Save for CRM fields and the active task’s own action for other work. Preserve the existing revision checks: a colleague’s newer change must be reviewed rather than silently overwritten. Save or discard other drafts before starting another kind of change. Switching sections, expanding, collapsing and resizing preserve drafts. Closing a client with unsaved work asks whether to keep editing or discard it. An uncertain provider result stays visible until checked; do not repeat a purchase, invitation, message or appointment change to work around an uncertain response. Browsing reads saved state only. Explicit provider refreshes keep their existing side effects and permission gates. Disabled features do not hide clients or suppress unrelated blockers. Attendance remains explicit; time passing never completes a call. Final QA still requires deliberate staff approval before going Live. See Onboarding workspace for stage requirements and recovery rules, and Onboarding connections for source ownership.