3.03 How do I add a Closer to a Closing Agent?
3.03 How do I add a Closer to a Closing Agent?
-
Open the Contacts module.
-
Select the Contact Type of the Closing Agent (i.e., Corporation, Partnership, Other, or All).
-
Enter the name of the Closing Agent and click OK.
-
Select the Employees, Partners, or Associates tab, depending on the Contact type.
-
Click the Insert icon.
-
Select the Closer from the contact list, or enter the name and then click the New button.
-
If the Closer is a signatory, check the Sign box.
-
Exit the module and save changes.
-
Open the Closing File module.
-
Select the Closing Agent tab. Verify that this is the correct Closing Agent.
-
Select the new name from the Closer list.
-
Exit the module and save changes.