Not sure if this is in the right spot..
Working on renewals for new year. I have a few different offers and depends on customer location. It would be nice if i can just see them on the map and then work my through them that way.
Hi BlueSkies,
Great question, and this is absolutely the right place to ask.
If you are looking to view your customers geographically, you can check out Route Optimization in Settings. That feature will display your clients' locations on a map, which may work well if you are planning renewals by area. It is a helpful way to visually cluster clients and work through them region by region.
You may also want to take a look at the video in this help article. It walks through the New Schedule workflow, which allows you to book jobs incredibly quickly, in some cases within 42 seconds. Depending on how you plan to structure your renewal outreach, this workflow might significantly streamline the process!
