As agents, we often interact with the same solicitors or conveyancers on a regular basis. Having these solicitors details saved in our database saves us time on data entry and also allows us to use merge codes when sending correspondence ie sales advice letters etc
In LockedOn, the solicitor section can be broken down into solicitor company cards and individual solicitor contacts, much the same way as clients/contact cards. Once the company details are entered once, you can link multiple solicitor contacts to that office card. This is particularly helpful if you work with a several solicitors from the same office.
Adding a new solicitor AND company
Go to the Engine section and click the View All button in the Solicitors box.
Use the search bar at the top to search for the company name.
If the office name does NOT appear, click the Add Solicitor button.
Enter the Given Name and Surname of the new solicitor.
Enter the address of the office.
Enter the Email address and Phone Number.
Click the green Add Solicitor button at the bottom.
This will save this solicitor as the first contact on the solicitor company card.
Adding a solicitor to an existing company card
Go to the Engine section and click the View All button in the Solicitors box.
Use the search bar at the top to search for the company name.
If the right company appears in the list, it has been saved to your database before. Click the View button to the right of the company name.
You will now see a list of all currently linked solicitors saved to your LockedOn. If the solicitor you are adding does not appear in the list, click the Add Contact button at the bottom of the list.
Enter the Given Name and Surname of the new solicitor.
You will NOT need to enter an address if the company already has one saved.
Enter the direct Email address and Phone Number for this solicitor.
Click the green Add Solicitor button at the bottom.
Please note: As will most functions in the engine, only admin users will be able to follow this process.
For a video tutorial of this process, please see below.