On each agent or office Activity tab, any changes received from M1 will be logged. In addition, you can use the Updates Received from M1 report to review all activity over a specific date range:
- Click Setup in the left hand navigation panel.
- Click Updates Received from M1 in the Real Estate Edition section. A list of updates will be displayed.
Updates from M1 - Customize the list as needed by clicking the filter options. You can customize by date range, Contact ID, M1 ID or Tag(s). Tags here refer to the update type (Member, Member Supplemental, Education, etc).
IMPORTANT: Review records that were sent from M1 and update your database if needed.