Sales in progress grouped by solicitor

Neil Jowett

Updated 31 July 2020 13:29

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.

Click Progressions on the main toolbar
Click Sales - Grouped by Solicitor on the side menu
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
Click on a property address to view the progressions screen for that particular sale

Filtering sales in progress

Progressing a sale

Sales in progress grouped by solicitor

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