How do I add a solicitor to the system?

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:

5. Click 'Add' - once the record has been recreated, any secondary contacts within the firm can be added via the 'Conveyancers' tab on the right-hand side.