You can add location preferences from your web app in three different ways:
Choose a Template
Draw on map (web only)
Postcode/Zip (mobile & web)
Option 1: Template
You can add as many templates as you like and you will also be able to use these templates for every contact you create.
Firstly you will need to create the Location Templates
Go to Company & Teams
Select your Team
Click on Location Templates
Here you can click on Add Template
Click on the pencil icon to edit templates
Now you are ready to start adding these templates to Leads.
Go to Contacts
Select a Contact
Click on Preferences
Click on Add preference
Click on Choose Template
Just add the template(s) you created to your contacts
Option 2: Draw on map
This specific preference will only be available for this contact.
Click on Draw On Map
Go to your location using your mouse and the zoom in/out buttons (+/-)
Click on Draw Region
Pointer will change to a “+”
Start drawing your area by clicking on the map
Click on Add Preference
The preference will appear in the list and you can edit it by clicking on the pencil on the right.
Option 3: Select postcode
This specific preference will only be available for this contact.
Fill in a name for your preference
Choose your Country
Fill in Postcode/ZIP
Click on Add Preference
The preference will appear in the list and you can edit it by clicking on the pencil on the right.
