How to add a Solicitor

How to add a Solicitor

This guide will walk you through adding a new solicitor, assigning an existing contact as a solicitor, and linking solicitors to contacts or contracts.

Assigning an Existing Contact as a Solicitor

  1. Search for the contact using the Contact Search or Quick Search.

  2. Click Edit on the contact.

  3. Go to the Contact Settings tab.

  4. Click the + icon on the right to add a new group line.

  5. Select Suppliers / Solicitors from the group list.

  6. Click Save.

Adding a New Solicitor Contact

  1. Click Add Contact.

  2. Enter the First Name, Last Name, Phone Number, and Email Address.

  3. Click Group and select Suppliers / Solicitors (you can also add any other applicable groups).

  4. Click Show Extra Fields to enter the Company Name.

  5. Click Save Contact.

Assigning a Solicitor to a Contact

  1. Search for the contact using the Contact Search or Quick Search.

  2. Click Edit on the contact.

  3. Go to the Contact Settings tab.

  4. Select the Solicitor Contact from the Solicitor dropdown.

  5. Click Save.

Assigning a Buyer or Seller Solicitor in a Contract

  1. Search for the listing.

  2. Go to the contracts tab.

  3. Edit the contract.

  4. In the Buyer Solicitor or Seller Solicitor field, search for and select the solicitor’s name.

  5. Click Save.