Recording details of a sale

To record the details of a sale of a property:

  1. From the property in question, click on the "Sales Details" side-menu option in the Sales menu
  2. Click "Edit"
  3. Start typing the name of the buyer and select the appropriate match
  4. Enter the agreed sale price, and any further details such as the fee, the solicitors, any specific agreements regarding the fixtures and fittings, etc.
  5. Press "Save"

 Entering solicitor details

 Before a solicitor can be linked to a sale, they need to be registered in the system:

  1. Click on the "Sales" tab at the top
  2. Click on the "Solicitors" sub-menu
  3. Click "Add" and enter the details of this new solicitor
  4. Enter the first/primary contact at the firm in the Conveyancer field:

Adding additional conveyancers

Having added the new solicitor to the system, additional conveyancers/contacts at the firm can be added by clicking the "Add Conveyancer" button at the top of the solicitor's page:

 

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