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

  • This can be done manually, by searching for locations, or this can be added via the zip code uploader

  • As locations are added, the map will automatically populate

  • This geo targeting will be applied to all underlying line items/products

  • 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