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.
- Find the sale either through the applicant, property or go to Sales, Property Sales
- Click the 'Select Solicitor' link for the vendor's or purchaser's solicitor
- Find the solicitor you want to link to and click on their name to create the link
- 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.