1. In the parties tab, click purchasers
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2. If you would like to note that an existing client is the offeror, click the three vertical dots
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3. Click view global profile
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4. By default, both the purchaser and offeror options will be selected when creating a purchaser
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You can select/unselect by clicking the checkbox under options
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5. If the name of the offeror is different than the name of the purchaser, you can manually edit the name here

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