Click "Select client" in bottom right corner.

Select client by typing his/her name in a search field or by scrolling cient list down.

Click "Select".

If customer is not added to the system yet click "New customer" button.

Customer profile pop in will appear. Customer name is the only required field. Fill it in along with other customer information (or update customer profile later).

Click "Save and close".

Offer is now created. You can preview it, choose next steps, or assign to a different customer. Find more offers related topics here.