Sales in progress grouped by solicitor

Neil Jowett
Neil Jowett
  • Updated

You can easily view all the sales that each solicitor is involved in. This is useful as it allows you to identify and update all of that solicitor's sales through one easy list, rather than these sales appearing mixed in with others.

  1. Click Progressions on the main toolbar
  2. Click Sales - Grouped by Solicitor on the side menu
  3. A list of solicitors displays with a number indicating how many sales they are involved in. Click the + to the left of their Company Name to see their sales
  4. Click on a property address to view the progressions screen for that particular sale


Related articles: 

Filtering sales in progress

Progressing a sale

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