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How to add a Company Contact to a Solicitor

Updated over 5 months ago
  1. Navigate to the company contact that has been created for the Solicitor. You can do this by searching for the company name in the Smart Search bar or refining by 'Company only' on the Contacts page:
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  2. Click on + Contact in the Company Contacts section:
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  3. You can search for an existing contact or create a new contact to attach to the company.

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