How do I remove a solicitor's details from a sale?

You can remove the link between the offer and the solicitor.

  1. Find the sale by going to to Sales, Property Sales
  2. Click the 'Remove' link for the vendor's or purchaser's solicitor
  3. Confirm that you want to delete the link by clicking 'Confirm'

Removing this link will not delete the solicitor's contact record, it will just disconnect the contact from the sale.

Video Guide

Topic: Sales

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