Firm Settings: Clients - vPromotions

The Clients tab in vPromotions allows Firm Admins to manage the clients list in your firm.

The Clients tab will hold a list of clients which have been created in your firm. In this tab you can Add New clients, Merge clients and Import a client list if you would rather supply your team with a list of clients to choose from rather than create their own.

You can also attach a client logo if you like and there is a search tool to help with finding a specific client.

NOTE: This client list is a separate client list than in our other products

Tutorial Video

For questions please reach out to the vCreative support team by calling 800-605-9889 Monday - Friday from 8am - 8pm EST.