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How Do I Edit the Geographical Target Locations on My Proposal?
On a proposal, users can view and edit the locations they are targeting
After products are selected, users can add their geographical targeting to the proposal
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This can be done manually, by searching for locations, or this can be added via the zip code uploader
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As locations are added, the map will automatically populate
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This geo targeting will be applied to all underlying line items/products
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Users can manually add and remove locations via the manual search or zip code uploader
- On a line item, users can edit the geographical locations
- Users can edit and change the line item targeting manually or via the zip code uploader
- Any changes made will only impact that line item
- Users can copy the geo-targeting from one line item to another if it differs