1. Linking a sales contact to a property
Details of an owners solicitor, accountant and surveyor need to be linked to the property record, rather than against 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, click on the property address
Open the Mortgage, insurance & contacts tab
In the Contacts section, select the required contact name within each dropdown
Click 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. Going forward, this new contact will appear as an option to select.
2. Linking a lawyer/solicitor to a buyer
Go to Sales properties > Potential buyer
Locate the buyer in question
Click the pencil icon within the Edit column
Open the Contacts tab
In the Select lawyer dropdown, select the relevant contact name
Click Submit and link to property
Click Update property
If the required contact does not appear in the dropdown, click on 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 - the below 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, click on the edit pencil icon against their record, amend the fields as required and click on Update contactor.