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