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How to add a Vendor/ Solicitor Contact

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

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