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Attaching a Solicitor in Zenu Trust

Updated over a year ago

Occasionally you may not have the solicitor/conveyancer details when creating a new sale in Zenu Trust. This information can be added automatically at a later stage.

In this example, the current Vendor did not have a solicitor attached.

Selecting "Check Vendor and Purchaser details with Zenu CRM"

Will notify you that a solicitor has recently been attached

Select "Yes" to update

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