To add an existing customer or agent to an offer:
1.Open Customer Services from the Desktop.
2.Select the Offer tab.
The Offers|Search page appears.
Create or search for the offer you want to add a customer to.
The Offers|Summary page appears.
3.Click the No customer provided link located beside the 'Customer Number' or 'Agent Number' labels.
The Customer|Search page appears.
4.Search for the customer or contact that you want to add to the offer.
5.Select Add to Offer from the Action Menu.
The Offer|Summary page appears.
If you selected a customer, the customer number appears in the 'Customer Number' field.
If you selected an agent, the customer number appears in the 'Agent Number' field.
6.Click 'Apply'.
A window confirms that the offer was updated.
7.Click 'OK'.
