How Do I Edit the Geographical Target Locations on My Proposal?

After products are selected for a proposal, users can add their geographical targeting to the proposal in step #2, Details. 

Otherwise, navigate to a line item within your existing proposal, and select the Locations tab. In there you will be able to add or remove targeting for that line item. 

You can then easily copy that targeting to another line item(s) if you choose. Just choose the option within the Locations tab to Copy from line item and select the line item you want to copy from. 

• Locations can be added manually, by searching for locations, via a radius around a US zip code, point and select on the map, or upload postal codes via a CSV.

• As locations are added, the map will automatically populate.

• The geo targeting selected at step #2 when creating a new proposal will be applied to all underlying line items/products.

• On a line item, users can edit the geographical locations.
  
  • Any changes made will only impact that line item
  • Users can copy the geo-targeting from one line item to another if it differs