1. Linking a sales contact to a property
Details of an owner's solicitor, accountant, or surveyor must be linked to the property record, rather than the owner record.
Go to Sales properties > View appraisals or Sales > View available properties (Depending on what stage the property is at)
In the Street column, select the property address
Open the Mortgage, insurance & contacts tab
In the Contacts section, select the required contact name within each dropdown
Select Update property
If the contact to be linked does not appear as an option to select, click on + New contact and populate the form with details of this new contact. Once created, the contact record will be available for selection on future properties.
2. Linking a lawyer/solicitor to a buyer
Go to Sales properties > Potential buyer
Locate the required buyer
Select the pencil icon in the Edit column
Open the Contacts tab
In the Select lawyer dropdown, select the relevant contact name
Select Submit and link to property
Select Update property
If the required contact does not appear in the dropdown, select Add new lawyer. The user can manually add the details of this lawyer/solicitor. This new contact will appear as an option to select going forward.
3. Viewing existing sales contacts
Go to Sales properties > Contacts - three options will appear as options to choose from (shown below)
View lawyers
View accountants
View surveyors
Choose the relevant contact type - this will take users to a page that lists contractor records of that type only
If a sales contact needs to be updated, select the edit pencil icon next to their record, amend the fields as required, and select Update contactor.