Copy Program from Top Level

If you are creating a direct client with sub-clients. Then you have the ability to copy the program from the top-level client so that you do not have to create the subprogram from scratch for each sub-client. To do so, follow the steps below:

Open

1. Create the Sub-client

2. When its time to create a program, select Copy Program from Top Level button

   1. You will see the below pop-up, note a few options:

      1. You can either select the Top Clients VF account or create a new one to use for this program

      2. You can use the same ClientID as the top client, or add a new one for this client & promotion

   2. Upon completion click Copy Program

Open