To add a solicitor to the system, firstly type ‘Add a Solicitor’ into the Quick Search Bar.
You will then be presented with the fields to complete. Add the required information and Save & Close
Your new Solicitor profile will then open into a new tab for you to add further information.
To add the address, go to Contacts on the left hand side:
Then click into the grey bar at the bottom that says, Please Specify. In your new tab click Edit in the top right hand side of the screen and complete the Address fields. Then Save.
Now you have added the buyer and vendor’s Solicitors to the system you can link them to the required Sales Instruction.
On the Instruction click Edit, a pop up will then appear, from here select the Sale Progress Tab.
You can then begin to type in the field the required Solicitor to find the right person. Once selected, press Save to close.