Navigation:  Creating and editing sales quotes > Customer's name

In every offer there is a need to enter customer's name to whom the offer is addressed.

For this reason, in an offer panel you need to click on a field [Customer's name] and then select the particular customer from drop-down menu.

 

If a given customer is not on a list, you need to click [NEW] and add new customer (by entering customer's data in the appropriate fields).