Contact Finder – search for the Brokerage, if they are not in the system, select New Company
Contact tab:
- Enter their contact information – name, address, and phone numbers (or verify if they are already in the system).
- Roles – select the Roles menu item, if Brokerage does not already have a check beside it, click on it
- Save
Relationships tab:
- Set the filter to Agents; click on the + at the bottom of the grid to add a new relationship.
- Enter the Agent that is associated with the Brokerage in the contact finder field.
- If there are more than one Agent associated with this Brokerage, keep adding lines by using the + button at the bottom of the grid and repeat the second step until all the lawyers for this firm has been added.
- Start date will default to the Current date.
- Save
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