How do I add solicitor's details to a sale?

You can link to a solicitor you have previously used or you can create a new solicitor.

  1. Find the sale either through the applicant, property or go to Sales, Property Sales
  2. Click the 'Select Solicitor' link for the vendor's or purchaser's solicitor
  3. Find the solicitor you want to link to and click on their name to create the link
  4. If you can't find the one you want, click 'add solicitor'

You can find a list of all the solicitors you've added by going to Contacts then filtering by the type of Solicitor.

Topic: Sales

Related Help

Sales