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Sales Center - Manage Lawyer Details on Registrant Profile

Sales Center - Manage Lawyer Details on Registrant Profile

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About Adding Lawyer Details to Registrant Profile

You may want to record lawyer contact information on a registrant’s profile. You can do this via the Add Lawyer functionality that is available in the Sales Center.

Add Lawyer Details to Registrant Profile

1 – In the registrant profile, click Actions and select Lawyer.

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2 – Complete the fields as needed.

3 – Click Create lawyer.

The Lawyer will be displayed in the Lawyers section of the registrant profile.

Update/Edit Lawyer Details in Registrant Profile

1 – In the registrant profile in the Lawyers section, click on the lawyer’s name to pull up the details.

2 – Click Edit lawyer.

3 – Update the fields as required.

4 – Click Update lawyer.

Delete Lawyer from Registrant Profile

1 – In the registrant profile, in the Lawyers section, click on the lawyer’s name to pull up the details.

2 – Click Edit lawyer.

3 – Click Delete.

The lawyer will be removed from the registrant profile.