How do I remove a solicitor's details from an offer?

You can remove the link between the offer and the solicitor. This will not delete the solicitor record.

  1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
  2. Click the 'Remove' link for the vendor's or purchaser's solicitor
  3. Confirm that you want to delete the link by clicking 'Confirm'

More help: Sales