Nurture Queue
Tasks
Recent Closes
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My Appointments 0
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Claim a Set or Close
If a booking, PCS entry, or deal belongs to you but isn't credited to your name, submit a claim below. Admin will review and approve or deny it.
Request a Data Edit
If you see incorrect data in your records — wrong outcome, wrong amount, wrong date — flag it here. Admin will review and make the correction if approved.
Request Time Off
Submitting emails the admins directly. Use this for vacation, sick days, or personal time. Reply-to is set to your email so they can respond.
My Request History
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My Information
Keep your contact details and 1099 onboarding info up to date. Everything below is private to you and MFS admin.
SOP Library
Quick-reference SOPs for every closer + setter workflow. Watch the video, read the PDF.
Discovery from prior cold calls
Enter a GHL Contact ID to load discovery data surfaced by the AI dialer analyzer from prior cold calls.
Leads with a Red Zone or Short-Term Follow-Up tag appear here 10 days after their sales call if they haven't closed and have no other call booked. The 10-day clock resets if a new call is booked.
Available Leads 0
| Call Date | Contact | Phone | Type | Outcome | Closer | Setter | Action |
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My Claims 0
| Date Claimed | Contact | Phone | Type | Notes | Status |
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Daily Activity Report
📱 Go High Level
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Dials Made
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Answered
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Self-Set Appointments
📱 Other Calls
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📝 Notes
EOD Logs 0
No EOD reports submitted yet
My Coaching Moments
Quick Presets
One-click links for common deals. Each card below is a different processor / approval flow — pick the one that matches what you sold.
FANBASIS
Full Mentorship — $9,800
Recurring or one-time billing. Use this for the standard mentorship sale (full pay or split into 2/3/4 monthly installments).
⚠ Split-pay links are monthly subscriptions — cancel the customer in Fanbasis after the final scheduled payment.
PAYVA · AUTO-APPROVE
Instant Approval
Customer is approved automatically the moment they submit. Fastest checkout. Use when the prospect is pre-qualified and you want zero friction.
⚠ Payva checkout pages are currently broken on Payva's side — links open to an error page. Use Stripe or Fanbasis until this is fixed.
PAYVA · CONDITIONAL
All-or-Nothing Approval
Customer submits, but charge holds until manual review. Safer for borderline buyers. Use when you want a final yes/no before the money moves.
⚠ Payva checkout pages are currently broken on Payva's side — links open to an error page. Use Stripe or Fanbasis until this is fixed.
STRIPE
Card Checkout — Works Now
One-time card checkout, no financing or approval step. Recommended while Payva is down. Customer pays instantly on a Stripe-hosted page.
WHOP
Whop Checkout — Card, Cash App, Crypto
One-time Whop-hosted checkout. Buyer also gets ClarityPay flexible monthly payments at checkout. Instant, no approval step.
⚠ New Whop account: checkouts are capped at $2,500 until higher limits are approved (Whop → Settings → Payments). Links above $2,500 generate fine but won't complete payment until then. The $2,000 preset works now.
Create a Custom Payment Link
Generate a one-time, recurring, or free-trial payment URL. Recurring + trial supported on Fanbasis.
My Payment Links
Last 100 links you created. Click to copy URL.
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Pipeline
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