How to add a Vendor / and a Solicitor Contact

Modified on Thu, 21 Mar at 9:12 AM

What is a Vendor A vendor, also known as a supplier, is a person or a business entity that is selling the property.

Step 1 - How to add a Vendor Go to Clients > Vendors > Add Vendor at the top right

Step 2

Select the type of Vendor
Fill in the Vendor Personal Details
Fill in the Vendor address details

Save Vendor What is a Solicitor? A solicitor or conveyancer will handle all the legal aspects of buying or selling a property. Step 1 - How to add a Solicitor Go to Contacts > Solicitors > Add Solicitor Practice

Step 2 Fill in the Solicitor Company and personal Information > Create

Attachments (3)

6-1-1201x462.jpeg
28.3 KB

5.jpeg
101 KB

7.jpeg
59.4 KB