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Change Membership Status to M1, MLS, Lockbox Status Rules

Updated
The Goal: Edit the M1, MLS, and Lockbox status rules that control how a contact’s membership status is changed when updates are received from M1.

Before You Begin:

  • You must have staff permissions to access the Real Estate Edition settings.
  • Your database must be on the Real Estate Edition with the M1 integration enabled.

Step-by-Step Instructions

  1. Click Settings in the left-hand rail.
  2. Click Suspend/Drop/Reactivate Settings in the Real Estate Edition section.

  3. Click the Real Estate Settings tab. 

  4. In the Actions column, click the pencil icon

  5. Make the desired changes.
  6. Click Done. Changes made will take effect going forward.

Common Pitfalls

  • Expecting retroactive changes: Status rule changes take effect on a go-forward basis only — they do not reprocess membership statuses that M1 already updated.

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