Changing Solicitor On An Under Offer Property And Resending Notifications

Changing Solicitor on an Under Offer Property and Resending Notifications

Go to Progression and find the property.

Click on the box with the solicitor that needs changing:


Click on the "X" to Change the Selection:

If the Solicitor already exists in your system click on the * and choose. Or Add the Solicitor in from new. There are two boxes to Update the Solicitor on the Contact Record and to Update other Sales in Progress. Be careful to tick the appropriate box(es). Click Save.

 Once the Solicitor has changed, go to Property>Timeline, find the offer and click on the negotiator name to the right of the transaction.

The Create Letters dialog box will open and you can send the appropriate letters.

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