Add a Solicitor and Linking to a Sales Instruction

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 Addresses on the left hand side:

Where it says, Please Specify click the orange Actions > Edit Contact. In your new window, update the details 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 in the upper right, 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.